Equity Manager Job Vacancies in Maharashtra

JD For Dealer ROLES & RESPONSIBILITIES: Advising clients for equity products. Punching orders on behalf of clients after their consent. Generating Brokerage. Activating clients for equity. Handling important clients and

Key Responsibilities Develop and execute fundraising strategies to meet the companys capital requirements. Identify, connect, and build strong relationships with venture capitalists, private equity firms, family offices, angel investors, and financial institutions. Prepare and deliver compelling pitch decks, investment proposals, and financial models to potential investors. Negotiate deal terms and ensure compliance with legal and financial regulations. Collaborate with senior leadership to align fundraising efforts with business goals and growth plans. Monitor industry trends, investor sentiments, and competitor funding activities in the FMCG/D2C ecosystem. Build and maintain a strong investor relations framework for continuous engagement and trust. Track fundraising performance and prepare reports for management and stakeholders.

We are hiring for wealth managers in one of the leading broking firm Min 7 yrs of experience required and location is based on Mumbai Churchgate Borivali AndheriCTC: Upto 14 LacsMale OR Female Anybody can apply.

Department - Wealth ChannelDesignation: Manager - Affluent Client RelationsGrade: M3 / M4Years of Exp: 3 to 9 yrsRoles:1. Work closely with the branch team to reach out to high priority and affluent clients.2. Understand client needs and offer comprehensive wealth management solutions,including investments, insurance, PMS/AIF and structured products.3. Achieve AUM and revenue targets through cross-selling investment products to exitingclients4. Ensure high standards of client servicing and compliance with internal and regulatoryguidelines.5. Keep updated on market trends, investment products, and global financial news.6. Proactively identify new business opportunities within existing and potential clients.7. Participate in marketing and client engagement events.

Desired Profile Graduate / Post graduate 2yrs- 10 years of Sales experience in direct selling of financialproducts like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skillsJob Description: Will be responsible for primarily selling Equity based investment products (InvestmentAdvisory, Portfolio Management Services, PMS) Responsible for identifying customer needs, assessing their risk appetite and providing theminvestment options.

Job Title: Virtual Relationship Manager Location: ThaneCertification: NISM Series V-A (Mutual Fund Distributors) or NISM Series VIII (Equity Derivatives) is mandatoryRole Overview:This role is responsible for managing the retail channel (MFD/IFA segment) of the mutual fund business through virtual/telephonic engagement. The candidate will drive business growth by managing distributor relationships remotely and providing support and product guidance via digital channels.Key Responsibilities:Manage and engage a portfolio of MFDs/IFAs through calls, emails, and virtual meetings.Drive mutual fund sales by providing product recommendations and market updates.Conduct virtual presentations and training sessions for distributors as needed.Track business performance, ensure follow-ups, and maintain relationship health.Stay informed about local market trends to guide distributor conversations.Take ownership of assigned partners and ensure consistent engagement and growth.Requirements:Minimum 1 year of experience in a VRM or tele-based role within BFSI.Must hold NISM 5A or NISM 8 certification.Strong communication, persuasion, and relationship management skills.Comfortable working in a fast-paced, target-driven environment.

Key Responsibilities: Lead a high-performing team to meet sales, operations, and revenue targets. Develop and execute strategies for expanding client portfolios through cross-sell and up-sell initiatives. Identify and develop long-term revenue growth opportunities for investment products, Mutual fund, PMS, Private Equity, Bonds, Insurance (GI & LI) and more. Drive and develop new business opportunities from a targeted pipeline, ensuring growth and achievement of business goals. Prepare and present detailed fortnightly, monthly, and quarterly performance reports to internal stakeholders for review and strategic planning. Build and maintain strong client relationships to identify opportunities for cross-selling, up-selling, and expanding business with existing clients. Design and execute strategic marketing and distribution plans for financial products, identifying optimal sales channels and creating recommendation roadmaps. Acquire new clients by targeting the Affluent and Super Affluent segments, identifying and tracking market trends to grow the client base. Provide personalized investment advice to affluent clients, managing and optimizing their financial portfolios to meet their individual goals. Continuously research and evaluate emerging investment opportunities and financial market trends to ensure alignment with client portfolios and objectives. Collaborate with product and research teams to tailor investment decisions based on client financial needs and market insights. Lead the recruitment, training, and performance management of team members, ensuring high efficiency in sales and operations. Conduct regular meetings to establish objectives, review progress, and streamline sales and operational processes for optimal team performance.

Analah is a global investment platform specializing in Private Equity, Mutual Funds, PMS, AIF, Insurance, Real Estate products. We are seeking a Wealth Relationship Manager to manage relationships with distributors, family offices, and high-net-worth individuals (HNWIs) by providing personalized investment strategies.Profile: Private Banker - Wealth Relationship Manager Key ResponsibilitiesRelationship Management: Build and maintain strong relationships with B2B distributors, family offices, and HNW clients.Products: Products comprising of Private Equity, Unlisted shares, Startup Investments , Mutual Funds, PMS, AIF , Insurance and Real Estate offerings Portfolio Management: Monitor and adjust portfolios to align with client goals; conduct regular performance reviews.Sales and Business Development: Expand client and broker relationships, network actively, and meet sales targets.Compliance and Risk Management: Ensure regulatory compliance and assess investment risks.Qualifications- Education: Bachelors degree in finance, Business, or Economics (MBA or CFA preferred).- Experience: Proven background in wealth management or investment advisory and offering wealth management solutions - Skills: Strong financial analysis and interpersonal skills; experience managing HNW portfolios or broker relationships.Compensation & BenefitsSalary Hike: Competitive based on experience and performance.Profit Sharing: Up to 50% based on performance targets.ESOP: Available after 3 years, at managements discretion.Age Bracket: 2340 years.Location: Mumbai, Ahmedabad, and Jaipur.Designation: Partner, Senior VP, VP, Senior Manager, Manager Number of Openings: 36

Key Responsibilities:1. Provide training and support to newly onboarded franchisees to help them achieve their quick start targets and integrate smoothly into the Motilal Oswal network.2. Collaborate with department managers to understand specific training needs for their respective teams and tailor training programs accordingly.3. Lead training sessions for the internal sales and advisory teams, including teachback sessions to reinforce learning and retention.4. Organize and facilitate various franchisee engagement activities, such as Value-Added Training (VAT) sessions and Motilal Oswal Seminars (MOS), to enhance franchisee satisfaction and loyalty.5. Design and conduct focused franchisee training programs to address specific needs and challenges, ensuring maximum impact and effectiveness.6. Conduct monthly meetings with department heads to identify training needs for franchisees and develop training plans accordingly.7. Continuously invest in self-development to stay updated on industry trends, product knowledge, and training methodologies.Skills:- Proven experience in training delivery, particularly in the financial services industry or franchise management.- Strong understanding of Equity and training methodologies, adult learning principles, and instructional design.- Excellent communication, presentation, and interpersonal skills.- Ability to collaborate effectively with department heads, managers, and franchisees.- Experience in organizing and facilitating engagement activities and events.- Demonstrated ability to design and deliver focused training programs to address specific needs and challenges.- Commitment to ongoing self-development and learning to stay updated on industry trends and best practices.

Responsibilities: Manage financial transactions and recordkeeping using accounting software (e.g., Tally, Excel). Prepare financial statements, reports, and budgets. Assist in IPO preparation and due diligence processes. Handle PE transaction documentation. and reporting. Ensure c.r of'once with tax regulations (TDS, GST) and timely filing of retutrs. Conduct internal audits to ensure accuracy and compliance with regulations. Oversee payroll processes and ensure timely disbursement of salaries. Provide financial analysis and forecasting to support decision-making. Co11aboi'ate with extenial auditors and provide necessary documentation during audits. Maintain confidentiality of financial information and adhere to company policies.Requirements: Bachelor's degree in Accounting, Finance, or related field. CA Inter or CA Final qualification prefered. Proven experience as an Accountant or similar role. In-depth knowledge of accounting principles, financial regulations, and taxation laws. Strong proficiency in accounting software (Tally, ERP systems) and advanced Excel skills. Excellent analytical skills with an ability to handle complex financial data. Attention to detail and accuracy in financial reporting. Effective communication and interpersonal skills. Ability to work under pressure and meet dadlines.Preferred Skills: Experience in handling IPO processes and due diligence. Familiarity with private equity transactions and reporting. Certification in financial modeling or advanced Excel.

Presentation Skills, Client Relationships, Meeting Sales Goals, Sales Planning, Equity & Commodity Broking,

Proven experience as a Social Media Manager or similar role, preferably in the wedding or events industry.Demonstrated expertise in creating compelling content for social media platforms, with a keen eye for design and storytelling.Proficiency in social media management tools and analytics platforms (e.g., Hootsuite, Buffer, Sprout Social, Google Analytics).Strong communication skills, both written and verbal, with the ability to engage and interact with diverse audiences.Creative thinker with a strategic mindset and a passion for staying ahead of social media trends and innovations.Excellent organizational skills and the ability to manage multiple projects and priorities in a fast-paced environment.Collaborative team player with a positive attitude and a commitment to driving results.Knowledge of SEO principles and basic graphic design skills are a plus.A genuine passion for weddings, technology, and creating memorable experiencesforcouples.

1. Catering to the investment needs of clients by providing them research-based advicein MF, Insurance, PMS, equity & Structured Products offerings etc.2. Identify & acquire prospective HNI clients.3. Manage clients through regular meetings.Required Candidate profile:1. Mini. 4 yrs. exp. in handling Wealth Product Sales & managing / acquiring wealth & HNI clients.2. Candidate should be comfortable in individual role.Perks and benefits:1. Quarterly incentives2. Two times appraisal in a year

Key Pointers:In Broking, Trading, industry Handling Clients Portfolio, Management (Asset & Wealth )Worked as equity advisor/dealer on terminal / live marketGenerating revenue and comfortable with targetsJob Overview: We're seeking an experienced Equity Advisor with a strong understanding of broking, operations, risk profiling, and technical/fundamental knowledge of the stock market, bonds, and mutual funds. The candidate will generate revenue through cross-selling various products and services, coordinating with different departments for smooth processing of transactions, and visit franchisees monthly. Responsibilities: Perform risk profiling and make investment recommendations Possess in-depth knowledge of stocks, bonds, and mutual funds Cross-sell and up-sell various financial products and services Coordinate with different departments for smooth processing of transactions Generate revenue through brokerage and cross-selling Maintain accurate records and provide timely reports to management Qualifications: NISM - 8 certification is compulsory Bachelor's degree in finance, economics, or related field Minimum 1-3 years of experience in equity advisory Excellent communication and interpersonal skills

DescriptionProfiling clients by conducting an in-depth review of the client's financial requirements, analyzing equity portfolios, and recommending suitable portfolios as per their risk profile.Communicating with prospective clients for advisory services sales.Maintaining healthy relationships with all the potential clients.Achieve business targets in terms of generating revenue, enhancing and upgrading the client relationships.Creation of revenue and activation of clients through effective advisory (Target Based).Desired Candidate:Excellent Communication, Interpersonal, Convincing & Selling Skills.Aggressive and confident individuals with sound knowledge of Equity investing & the stock market.Fluent English, emailing, calling, chatting, other communication.Attractive Incentives.Understanding the Stock Market and Equity Research & Analysis.Monthly incentive and annual performance linked bonus.Salary: 300,000.00 - 400,000.00 per year plus monthly incentive and annual performance linked bonus.RequirementsMaster's/Bachelor's Degree along with 1-2 years of experience in Stock Market. Have an understanding of markets and the operations with focus on client relationship and advisory sales.Strong Verbal and written communication skills along with Microsoft Office proficiency. An understanding of basic CRM platforms, preferably people who have worked under the same profile in the same industry.Ability to work independently and manage employee relations. Adapt to changes and work in an agile manner.

RELATIONSHIP MANAGER JDRole and Responsibilities:1) Acquiring new clients for opening Demat & Trading accounts through networking, data base, references and generate the margin in the same.2) End to end customer relationship management.3) Meeting prospect clients as well as present clients for developing and maintaining relationships.4)Selling all kinds of Financial Products such as Mutual Fund, SIP, Insurance, Loan, AIF, PMS, AG, Currency, Commodity, Options etc.5) Have a customer centric approach and ensure that customers are serviced well.6) Ensure that the customer actively trades after opening the account.7) Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.8) Keep track of evolving financial markets and government policies which impact approach and strategies.Qualifications and Experience: 9) Graduation/Post Graduation in any stream.10) 4 plus years of hard core experience in Sales profile for Advisory product.Note: - It's a Sales profile Including Field Work.Experience: 3 to 15 Years.Salary :- No Bar For Right Candidate.Working days : Monday to Friday.Working Hours : 9am to 5pm.Location : BKC.

Roles and Responsibilities Responsible for generating brokerage and volume. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on educating them about Investments. Portfolio Management. Punch orders on behalf of clients on both NSE and BSE terminals. Following the trading rules in carrying out daily trading operations. To achieve healthy revenues without compromising on clients profitability. Maintaining records of Transactions on internal software. Strong product knowledge and understanding of capital market. Maintaining trading diaries and net positions on daily basis (at end of the day). Daily processing and confirmation of trades to clients. Responsible for ensuring all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior as and when required.Desired Candidate Profile Minimum 2 years of experience required Persons with NISM VIII(Equity & derivatives) and NISM V(Mutual Funds) certifications are encouraged. Should have stock market knowledge . Should be well disciple and open to learn new concepts on trading and financial markets. Should be good with number crunching

Hiring For Relationship Manager

Responsible for delivering BD & Marketing strategies across Wealth Market to drive sales growth. BD, Marketing, responsibilities for driving relevant audiences understanding targets & reporting. Assist with Production of enticing BD & Marketing content across all marketing communication tailored to relevant audiences. Monitor & report on the competitor landscape & strategies.Ensuring compliances with current regulations, policies on all marketing materials & promotions.The successful candidate will have BD & Marketing experience of 1-5 years in the Broking Industry/PMS/Investment Advisory.Qualification MBA with Finance/Sales/Business Development background.Excellent verbal & written communication skills as well as keen eye for detail, fluency in English.A strong team player & Can Do attitude with organizational behavioral skills.An interest in Wealth Management industry & genuine curiosity in expanding the horizon of the company.Ability to drive projects through completion, delivering clear defined results.Generating & Converting Leads. Creating high quality marketing materials like presentations, investment proposals & product related news letters. Very good knowledge in Power Point & Excel. The candidate should be able to analyze the financial need, risk appetite of the clients & recommend suitable solution from the array of financial products available with us like Mutual Funds, PMS, structured products equity, insurance & IPOs.