Equity Manager Job Vacancies in Mumbai

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.

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

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.

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.

Graduate / Postgraduate 5-10 years of Sales experience in managing partners / distributors / franchisee network of financial products from financial services industry (e.g. Mutual Funds.Manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI ).Lead or Team Handler with Team Management skills.Candidates having AUM (Asset under Management) and connect with Mutual Fund Distributors / Wealth Management companies / IFA / IRA is must.To prospect, acquire and drive business through partners.Responsible for identifying customer needs, assessing their risk appetite and providing them investment options on the lending side.To achieve budgeted targets in terms of amount of clients/volume of business & assets.To research, investigate and update themselves on available investment opportunities / financial market trend.To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.To provide various investment performance reports and summaries to the clients.To conduct and assist in organizing seminars, workshops and other business development activities.To prepare the MIS reports in the specified formats.

Key Responsibilities.1.Profiling Clients suggesting financial products (Equity) to meet customer needs as per their risk appetite.2.Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market.3.Placing orders on behalf of clients based on Client s request. Update client for order and trade on recorded line after or during market hours.4.Achieving the business target assigned in terms of generating revenue, acquiring minimum 2 new accounts, enhancing upgrading the client relationship. Maintain 0% dealing error.5.Maintain daily client s activity6.Ensuring the highest level of service to the clients.7.Ensure resolution of client queries within TAT.8.Activate dormant clients.9.Ensure regular client meetings.10.Responsible for cross selling products like Mutual Fund, SIPs, IPOs, and other Sharekhan products to the existing set of customers.11.Follow guidelines of Compliance and Risk managementRequired Qualification.1.Graduate or Post Graduate or NISM Certification required2.2 to 8 years of experience in handling retail or HNI clients3.Background from broking industry possessing equity as one of their core products4.Knowledge of technical charts

We have vacant of 100 Equity Advisor Jobs in Hyderabad,Bangalore,Mumbai Experience Required : 2 Years Educational Qualification : M.B.A/PGDM Skill Portfolio Management,Equity Sales,Demat,Equity Research, Relationship Manager Dealing,Broking,Client acquisition etc.

Title: Sales Wealth Counselor Private Wealth (Offline Sales)Reports To: Vice President - Sales Broader Role / Responsibilities: Customer Acquisition Minimum of Rs. 25 Lakhs and above investable surplus Manage Private Wealth, Portfolio Advisory and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long-term sales strategies for the Private Wealth business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Achieve a balance of revenue streams through sale of Advisory, Portfolio Management Service & AIF which will build a steady annuity flow To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for Wealth Management (WM) Revenue Generation Build Asset Under Advisory (AUA).Functional Competencies: Macro Market & Economy Understanding Expert Level Understanding on Financial Products / Asset Classes Financial Planning / Portfolio Management Selling Skills / Customer Acquisition At least 1-15 years working within a sales environment preferably in a BFSI / Finance sector. Fluency in English, Hindi & any one regional language.Salary upto 12 Lakhs.Work Location: Lower Parel (Work from office)

Job DescriptionSearching for your dream job, build a career in the capital market?At StockAxis we strive to help our employees find passion and purpose. Join us in changing the way the world worksWhat is the job like?Profiling 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 salesMaintaining 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 ProfileExcellent 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.BenefitsAttractive Incentives.Understanding the Stock Market and Equity Research & Analysis.Job Type: Full-timeSalary: 300,000.00 - 500,000.00 per year