Relationship Manager- Equity

Glan Management Consultancy; Mumbai; On-site; INR 300,000 - 500,000; Full time

Job summary

A financial consultancy firm based in Mumbai is seeking a Relationship Manager - Equity to provide advisory services and manage client portfolios. The ideal candidate should have over a year of experience in equity broking and excellent communication skills. You will work closely with clients, execute trades, and drive new business development. This position offers a collaborative environment and aims to enhance client satisfaction through expert financial guidance.

Qualifications

• 1+ year experience in Equity broking.
• Hold latest certificates from NISM (Equity).
• Understanding of local market and captive client base.
• Strong knowledge of capital markets and client advisory.

Responsibilities

• Provide excellent advisory services to clients and manage their portfolio.
• Execute orders on behalf of clients.
• Promote research calls to increase trading volume.
• Drive focus on generating new business and expanding the client base.
• Punch orders for clients on NSE/BSE terminals.
• Resolve queries and provide advisory services.

Skills

Good communication skills

Ability to speak in local language and English

Strong product knowledge and understanding of capital market

Basic computer knowledge

Education

Graduate from recognized university or college

Tools

Microsoft Office

Job description

Share Job :# Relationship Manager- Equity **Company:** Glan Management Consultancy **Location:** Mumbai **Experience:** 1-5 year **Salary:** 0 **Employment Type:****Job Description:****Position**: Relationship Manager- Equity**Location**: Mumbai**Experience**: 1-8 year**salary**: Negotiable**Department**: Equity Dealing**Working Hour:**Working Day - Monday to FridayWorking Time – 8.30 am to 5:30 pm**Principal Accountability:****As part of the dealing team you are responsible to**Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new clients and retain client customer base.* **Job Description :*** Execute the orders on behalf of clients.* Confirmation of trade done by EOD.* Ensure the volume of trade is higher & clients trade frequently.* Promoting research calls to increase volume & frequently.* Daily processing & confirmation of trades.* Punch orders for clients on NSE/ BSE terminals.* Monitor client exposure limits.* Solving queries of the customers.* Drive focus on generating new business/client base* Responsible to ensure all activities are in adherence as per Compliance framework.* Accelerating client base. 3rd party products sales (MF, Insurance, SIP ,PMS etc)**Job Specification*** Good communication (verbal and written) skills* Ability to speak in local language and English* Graduate from recognized university or college* Strong product knowledge and understanding of capital market* Minimum of 1 year experience in Equity broking* Holds latest certificates from NISM (Equity)* Understanding of local market and captive client base* Should have basic computer knowledge of using email, Microsoft office and etc.**Interview Process*** HR Interview* Business Interview* Candidate coming for interview must carry following documents on the day of interview **(photocopies only)*** Last 3 months salary, Copy of Appointment letter or latest revision letter and Graduation certificate/ final mark sheet.mail me updated resume with current salary: [e-mail]: 8851018162**Key Skill:** Rm, Equity adviser, relationship manager, equity manager,**Posted on:**26th Feb, 2019### Apply for Relationship Manager- Equity