Equity Manager Jobs

As the company works on advisory model, the Wealth Manager will be responsible for the promotion, development and handling of client relationships related to financial planning and wealth management.The capacity utilization of a WM will be as follow1. Marketing activities including moving into the market 60%2. Handling of portfolio including doing technical analysis- 30%3. Tax planning 10%

Portfolio Manager - Graduate or Post Graduate Within Minimum 6-7 Years Exp in Stock Broking Industry .would Be Responsible for :devise and Implement Investment Strategies as per Clients' Goals and Constraints / Limits.select and Oversee the Investments to Meet the Financial Objectives of the Individual or Corporate Clientsresearch and Analyze Share Market Trendsidentify New Investment Strategies and Opportunitiesconstruct and Manage Portfoliosmake Decisions On What and When to Buy and Sell Stocks and Investmentsimplements Risk Management and Tax Planning Strategies.manages Client Relationships.identifies and Cultivates New Clients.develops and Grows a Book of Business.opens, Transfers, and Manages Client Accounts.

We are looking for a Wealth Manager in Ahmedabad who will assist clients in managing their financial resources to achieve their financial goals. This role requires a proactive approach to client relationships and a strong understanding of investment strategies.**Key Responsibilities:**- **Client Relationship Management:** Build and maintain strong relationships with clients by understanding their financial needs and providing tailored advice and support.- **Portfolio Management:** Analyze clients investment portfolios and suggest strategies to optimize returns while aligning with their risk tolerance.- **Market Research:** Conduct regular research on market trends and investment opportunities to keep clients informed and make sound recommendations.- **Financial Planning:** Develop comprehensive financial plans based on clients' goals, including retirement planning, tax strategies, and estate planning.- **Compliance Management:** Ensure all financial advice and transactions follow the legal regulations and internal policies to protect clients' interests.**Required Skills and Expectations:**Candidates should have 1 to 2 years of relevant experience in wealth management or financial advisory roles. Strong analytical skills are essential for assessing investment opportunities. Excellent communication skills are necessary to explain complex financial concepts clearly to clients. The ideal candidate must be client-focused, demonstrating a commitment to helping clients achieve their financial objectives. Familiarity with financial software and investment tools will be advantageous. A proactive attitude and a passion for the finance industry are crucial for success in this position.

We are hiring a dynamic and result-driven Stock Market Advisor / Equity Advisor to join our financial advisory team. The role involves providing stock market investment advice in equity, intraday, and derivatives segments, handling client queries, and offering suitable financial solutions based on market trends. The candidate will be responsible for generating leads through calling and references, building strong client relationships, and achieving daily and monthly targets. Applicants should have basic knowledge of the share market, good communication and convincing skills, and the ability to work in a target-oriented environment. Freshers with a keen interest in finance are welcome, while experience in telecalling or advisory will be an added advantage. We offer a fixed salary along with high performance-based incentives, training and support, and excellent career growth opportunities,

Job Description:1. Responsible for meeting assigned target of margin collection2. Lead the Team of Dealers and Sales Executive and navigate them to Success.3. Execute trades on live terminal.4. Managing existing clients & Inactive clients5. Know market sentiment via research, valuation and data analysis6. Monitor BSE/NSE and other international market performance7. Provide key clients daily information related to trading and market movements8. Contact all mapped clients through daily/weekly/monthly calls, regularly9. Maintaining long term relationships, deepening relationships With Existing High Net Worth Customers So As To Increase Revenue Base For The Company.10. New Client Acquisition and Revenue Generation through Brokerage generation and Sale of Strategies of Equity Market Etc to HNI Clients.11. Preparation And Execution Of Financial Planning12. Understanding of Stock Market.13. Risk Profiling Of Existing & New Clients.14. Regular Portfolio Review of Existing & New Clients.15. Use financial acumen and investment expertise to review a client's profile and develop a plan helping the client to reach his short term and long- term investment goals16. Conduct research and analysis on mutual fund & Insurance schemes17. Providing seamless & superior service delivery18. Travel extensively in the city for meeting prospective clients19. Team Leading

Manage & grow 25L+ Super HNI portfolios. Advise on Equity, Derivatives, Currency & Commodity markets. Drive revenue & cross-sell MF, PMS & Insurance. Acquire & retain Chennai-based HNI clients. NISM/IRDA certifications .Existing Chennai HNI portfolio (mandatory)

Role & responsibilitiesClient Relationship Management: Proactively engage with HNI/UHNI clients to understand needs, provide ongoing advice, and maintain long-term relationships.Financial Planning & Risk Mitigation: Develop customized plans incorporating investment strategies, retirement planning, and tax-efficient structures.Insurance & Product Solutioning: Recommend suitable life insurance, investment products (ULIPs, mutual funds), and risk management products to align with client goals.Portfolio Monitoring: Regularly review client portfolios and rebalance them to match changing financial circumstances or market trends.Sales & Business Development: Acquire new clients through referrals and networking, and achieve assigned revenue and sales targets.

Reactivate inactive clients PAN-India via phone / online engagement. Encourage clients to Start SIPs or invest in mutual funds, Direct Equity ,PMS, or bonds. Achieve SIP and AUM mobilization targets as per plan. Source new clients through referrals and personal networks. Conduct portfolio reviews, performance updates, and client follow-ups. Maintain accurate CRM records and adhere to SEBI / AMFI compliance standards.

* - * Graduation mandatory* Salary upto 6 lpa (50K in hand) + Unlimited incentives* Fixed 5AM-2PM Australian Shifts (Mon-Fri)* Good spoken English communication * / * Joining in November month- Immediate joiners preferred onlyWhy us? 5 Days Working Sat-Sun Fixed Off Fixed Morning Shifts Uncapped Incentives

Trading Account Opening meeting New Prospects .develop and Implement Effective Sales Strategies and Market Analytics.manage and Lead a Team of Sales Representatives.achieve Sales Targets and Monitor Performance Metrics.build and Maintain Strong Client Relationships.analyse Market Trends and Identify Growth Opportunities.prepare Sales Forecasts and Budgets.collaborate with Marketing and Product Teams to Enhance Customer Offerings.ensure Compliance with Regulatory Requirements.meeting Old and New Clients.maintaining Excel for Daily Working and Team.

A multi-billion private equity firm is looking to hire an Accountant - Accounts Payable and the role is based in Singapore. The firm has a strong track record in Asia and continues to grow in the region.Key Responsibilities:Prepare and keep track of all payments and expenditures, including payroll payment arrangement and staff reimbursement / expenses claimsReview staff reimbursement / expenses claims according to company's policies, and arrange for payment approvalEnter and upload invoices into system, and process all invoices and payments related transactionResolving all payables related issues with internal and external stakeholdersPreparing bank reconciliations, ageing report and Statement of AccountsResolving all payables related issues with internal and external stakeholdersMaintaining accounting ledgers and assisting in monthly closingPerforming vendor and bank reconciliationsWorking with various stakeholders to improve AP process, controls & analysisPreparing analyses of accounts and producing monthly reportsSupporting internal and external audit requirementsContinuing to improve the payment processOther responsibilities as assignedKey RequirementsDiploma / degree in Accounting, as well as prior experience in a similar role with 4-8 years professional experienceExperience in management of staff reimbursementWell versed in the MSOffice suite. Knowledge in Xero accounting software is a plusSelf-motivated, independent in a fast-paced environment and fast learnerOrganized and possess a high attention to detail.Have can-do attitude and open mindsetFluent language skills in English.

Job Openings for 20 Relationship Manager- Equity business Jobs with minimum 2 Years Experience in Bangalore, Hyderabad, Mysore, having Educational qualification of : Other Bachelor Degree with Good knowledge in Global Equities, Fixed Income, Retirement /Individual Pensions, Financial Products, and Insurance, PEF, Infrastructure, Real Estate, REITs, NISM, NISM 5, NISM 8 etc.

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.

Job descriptionCompany: Growth InvestingLocation: Sector 46, Gurgaon (Work from Office + Work From Home)Job Type: Full-TimeSalary: 3.00 6.00 Lacs per Annum +IncentivesAbout us:GrowthInvesting.in is a data-driven equity research and Model Portfolio platform focused on building smart, growth-oriented portfolios. We empower investors with research, insights, and AI-powered tools. WE are SEBI-registered & Specialize in building high-conviction equity portfolios and derivative trading plans using in-depth analysis .Role OverviewAs a Sales Manager, your primary responsibility will be to drive sales and client acquisition. You will engage with potential investors, understand their needs, and guide them toward suitable equity portfolios or trading solutions.This role is ideal for someone who understands the Investing, stock market & Mutual fund, has experience in financial product sales, and is excited to help clients grow their wealth through structured investing.Key ResponsibilitiesLead Generation: Identify and qualify leads through outbound calls, emails, and digital channelsClient Engagement: Educate potential investors on stock market investing and our offeringsPortfolio & Trading Advisory: Match clients with:Equity PortfoliosIndex Derivatives (Options & Futures)Equity DerivativesOption StrategiesCommodity DerivativesSales Execution: Pitch and close investment solutions including:Mutual FundsEquity portfolio'sGrowth Investing SmallcasesEquity & Derivative Trade PlansTarget Achievement: Meet client onboarding and revenue goalsCRM & Follow-ups: Maintain records, nurture leads, and build strong client relationshipsWhat Were Looking ForEducation:Bachelors Degree Must (B.Com - Preferred)NISM Certification (Preferred Series XV)Experience:Minimum 2 years in sales of Mutual Fund, Equity, Equity portfolios, PMS, AIF, mutual funds, or VC productsMinimum 2 years of exposure to equity + derivatives marketsTrading experience is a strong plusSkills:Strong understanding of equity market basics and derivative strategiesExcellent communication & consultative selling abilityTarget-driven, organized, and self-motivatedPrior experience with CRM or sales tracking tools is preferredPerks & BenefitsLearn directly from a SEBI-registered Research AnalystBe part of a growing fintech research & advisory startupTransparent incentive + bonus structureExposure to real-world equity & derivative strategiesClear growth path into wealth advisory or portfolio strategyJob Types: Full-time, PermanentPay: 300,000.00 - 600,000.00 per yearBenefits:Flexible scheduleInternet reimbursementWork from homeEducation:Bachelor's (Required)Experience:Equity & Derivative : 2 years (Required)Language:English/Hindi + 1 Regional Language (Required)License/Certification:NSIM XIV (Required)Work Location: In personSpeak with the employer +91 9810500199Application Deadline: 20/08/2025Expected Start Date: 20/08/2025

Company Overview:Capital Via is a pure play financial market research and consulting company. We are differentiated by the stature of our diverse team. Our 20 years of legacy and values shape our future, helping to strengthen our business and bring value to our clients.Capitalvia Fintech Private Limited (CFPL) is a registered startup operating as a Private Limited Indian Non-Government Company. The Company is engaged in the Financial Services Industry.Job Role or Responsibilities: Direct sales of demat accounts for Axis Securities and margin collection for equity, commodity and currency Revenue generation through brokerage Handling the team and motivating them to achieve their targets (for experienced candidates) To research, investigate and update clients on available investment opportunities/financial market trend to determine whether they fit into clients portfolios Resolving complaints and issues efficiently and in a timely manner of customers Handle and manage HNI clients Cross-Sales (Training products)Required Qualifications: Any Graduation/ Postgraduate Any prior experience in a similar field (Broking, Investment Advisory) is an added advantage Only work from officeRequired skill set: In depth knowledge about the stock market industry Should be target oriented Good marketing skills Should have the zeal to learn new things/ skills Good communication skills Adaptable to dynamic situations

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.

Dear Candidate,Hope you are doing well.Urgent hiring Relationship ManagerImmediate @F2F Interview & Joining. Contact: 9123343283 (Call or Whatsapp)Please share your cv on nehadas.bnh@gmail.comJob Title: Relationship Manager Equity, Demat & Trading SalesKey Responsibilities: Acquire and manage clients for demat and trading accounts Drive revenue through equity and derivatives sales Provide basic investment advisory and market updates Promote broking products like mutual funds, IPOs, SIPs Ensure client servicing, KYC compliance, and account activation Support clients in using online trading platforms

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.

An Investment Manager is responsible for managing client portfolios, analysing financial markets, and delivering strategic investment recommendations. The role focuses on wealth creation, risk management, and long-term portfolio growth aligned with clients financial goals.

Good knowledge about Share Market, Market trends, Stock Trading, Equity, Derivatives, Commodity,Client convincing skills and provide them daily market updates, Ability to provide reliable and well-researched financial advice to clients.

A multi-billion private equity firm is looking to hire an Accountant - Accounts Payable and the role is based in Singapore. The firm has a strong track record in Asia and continues to grow in the region.Key Responsibilities:Prepare and keep track of all payments and expenditures, including payroll payment arrangement and staff reimbursement / expenses claimsReview staff reimbursement / expenses claims according to company's policies, and arrange for payment approvalEnter and upload invoices into system, and process all invoices and payments related transactionResolving all payables related issues with internal and external stakeholdersPreparing bank reconciliations, ageing report and Statement of AccountsResolving all payables related issues with internal and external stakeholdersMaintaining accounting ledgers and assisting in monthly closingPerforming vendor and bank reconciliationsWorking with various stakeholders to improve AP process, controls & analysisPreparing analyses of accounts and producing monthly reportsSupporting internal and external audit requirementsContinuing to improve the payment processOther responsibilities as assignedKey RequirementsDiploma / degree in Accounting, as well as prior experience in a similar role with 4-8 years professional experienceExperience in management of staff reimbursementWell versed in the MSOffice suite. Knowledge in Xero accounting software is a plusSelf-motivated, independent in a fast-paced environment and fast learnerOrganized and possess a high attention to detail.Have can-do attitude and open mindsetFluent language skills in English.

Location : Gurugram, HaryanaWork Preference: Work from Home/Work From OfficeJob Description : Enrollment AdvisorEmployment Type: Full-timeAbout GrowthInvesting.inGrowthinvesting.in is a leading platform offering expert-led Equity Portfolio's , Model Portfolio and Research Calls on stock/Equity/Derivative trading, financial markets, and investment strategies.Position OverviewWill play a pivotal role in guiding potential Investors & customers to enroll in our Equity Portfolios on Smallcase.com.If you are passionate about financial markets and education and have the drive to succeed, we'd love to hear from you. Share resume to help@growthinvesting.in or share your resume on 9810500188. Incentives-Lucrative performance-based incentives.Key Responsibilities1. Customer Engagement: Reach out to potential customers who have expressed interest in growthinvesting.in Model Portfolio Management. Understand their needs and provide tailored advice on offerings.2. Model Equity Portfolio Promotion: Clearly articulate the benefits of enrolling in our Equity Portfolio on Smallcase.com and Mobile Application, including mentorship under expert Research Analysts and detailed content.3. Lead Conversion: Achieve and exceed enrollment targets through consultative selling techniques. Follow up with leads to close sales effectively4. Knowledge Application: Utilize your understanding of stocks and financial markets to build trust and credibility with potential customers.5. Reporting: Maintain accurate records of customer interactions and sales progress.Working knowledge of stocks, trading, and financial markets.1.Strong communication and interpersonal skills.2.Ability to build rapport and engage customers effectively.3.Self-motivated and target-driven mindset.4.Basic proficiency in using CRM tools and MS Office.