Equity Manager Jobs

We are seeking a motivated and dedicated Relationship Manager Wealth to join our team in Siliguri. In this role, you will be responsible for managing client relationships and providing tailored wealth management solutions.Key Responsibilities:1. Client Engagement: Develop and maintain strong relationships with clients, understanding their financial needs and objectives to offer suitable wealth management services.2. Portfolio Management: Assist clients in creating and managing investment portfolios, ensuring they align with their financial goals and risk tolerance.3. Market Research: Stay updated on market trends and financial products, providing clients with insightful recommendations based on thorough analysis.4. Compliance: Ensure that all client interactions and transactions comply with regulatory requirements and internal policies, safeguarding both the clients' and the company's interests.Required Skills and Expectations:Candidates should have 1 to 4 years of relevant experience in wealth management or financial services. A graduate degree is necessary for this position. Strong communication and interpersonal skills are essential for effectively engaging with clients and understanding their needs. Candidates must demonstrate a solid understanding of financial products, investment strategies, and market dynamics. A proactive approach to problem-solving and the ability to work collaboratively in a team environment are also important for success in this role. The position requires commitment and a willingness to work from the office, ensuring constant availability for client meetings and interactions.

We are seeking an Equity Dealer to join our team in Karad. This role involves active participation in buying and selling stocks in the financial markets, ensuring efficient trading practices, and maintaining client relationships.Key Responsibilities:- Executing Trades: Conduct buy and sell transactions for clients' portfolios, ensuring timely and accurate execution to achieve the best possible prices.- Market Analysis: Monitor market trends and news to provide informed recommendations and updates to clients on potential investments.- Client Communication: Build and maintain strong relationships with clients by providing regular feedback and updates on their investments and market conditions.- Portfolio Management: Assist clients in managing their investment portfolios by analyzing their performance and suggesting necessary adjustments.- Compliance Adherence: Ensure all trading activities comply with regulatory requirements and company policies, minimizing risk and maintaining integrity.- Performance Reporting: Prepare and present performance reports for clients, summarizing investment outcomes and strategies.Required Skills and Expectations:Candidates should have 1 to 7 years of experience in equity trading or a related field. A thorough understanding of the stock market and investment strategies is essential. Strong analytical skills are necessary for market analysis, alongside effective communication skills for dealing with clients. Familiarity with trading platforms and software is preferred. The ideal candidate will be proactive, detail-oriented, and able to work under pressure in a fast-paced environment while demonstrating integrity and professionalism in all dealings.

The Wealth Manager will be responsible for the promotion,development and handling of client relationships related to financialplanning, wealth management, tax planning.The capacity utilization of an SRM will be as follows:1. Acquisition of new client by moving into the market -60%2. Handling of portfolio and create new references from the client -30%3. In house training for operational and technical issues -10%KRA:-1. Manage Client Portfolio2. Create Leads Pipeline3. Arrange Participants for Events with the support of his Team4. Acquire Clients from Leads provided by System5. Stay Updated of Financial Market Events6. Understand Financial Planning, Wealth Management, Tax Planning

As a Wealth Manager intern, you will play a key role in assisting individuals with managing their financial assets and investments. Your focus will be on helping clients achieve their financial goals through effective planning and advice.Key Responsibilities:- Client Relationship Management: Build and maintain strong relationships with clients. Understand their financial needs and goals to provide tailored investment advice.- Investment Analysis: Assist in analyzing different investment options. Gather information about market trends and financial products to recommend suitable choices for clients.- Portfolio Management: Help manage client portfolios by monitoring performance and making adjustments as needed. Ensure that investment strategies align with clients' risk tolerance and objectives.- Financial Planning: Support in developing comprehensive financial plans for clients. This includes budgeting, savings strategies, and retirement planning.- Market Research: Conduct thorough research on financial products and market conditions. Keep informed about trends and news that might affect clients' investments.- Reporting: Prepare regular reports on client investments and market analysis. Communicate findings clearly to help clients understand their financial status.Required Skills and Expectations:You should be a recent 12th-grade graduate with a keen interest in finance and investment. Strong communication skills are essential for explaining complex concepts to clients. A proactive attitude and willingness to learn are highly valued. Basic knowledge of Microsoft Office applications and an eagerness to engage with clients will contribute to your success in this role. Freshers are welcome; this internship provides an excellent opportunity to gain hands-on experience in wealth management.

Job Title: Wealth ManagerCompany: I Cap Financial ServicesLocation: BangaloreEmployment Type: Full-timeRole OverviewWe are looking for a dynamic and result-oriented Wealth Manager to acquire and manage High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) clients. The candidate will be responsible for offering tailored investment solutions, managing client portfolios, and building long-term relationships while achieving revenue targets.

As a Manager in Investment Banking, you will play a pivotal role in driving client relationships and executing financial transactions. Your responsibilities will include:- Client Relationship Management: Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.- Transaction Execution: Lead and manage the execution of investment banking deals, including mergers and acquisitions, debt and equity financing, ensuring all transactions are completed efficiently.- Financial Analysis and Modeling: Conduct in-depth financial analysis and create financial models to support transaction decisions and provide insights to clients.- Team Leadership: Supervise and mentor a team of analysts and associates, providing guidance and support to enhance their skills and performance.- Market Research: Stay updated with the latest market trends and industry developments to provide clients with informed advice and strategic recommendations.- Presentation Development: Prepare detailed presentations and pitch materials for client meetings to effectively communicate value propositions and strategic objectives.To excel in this role, you must have a strong background in finance and investment banking, with 7 to 13 years of relevant experience. A Post Graduate Diploma in Finance or a related field is essential. You should possess exceptional analytical skills, attention to detail, and the ability to lead and collaborate effectively. Strong communication skills and the ability to work under pressure in a fast-paced environment are crucial for success in this position.

As a Relation Manager, you will play a crucial role in building and maintaining strong relationships with clients. Your primary goal will be to ensure customer satisfaction and loyalty while driving business growth. Key Responsibilities:- Manage Client Relationships: Establish and nurture strong connections with clients to understand their needs and provide tailored solutions. - Resolve Issues: Act as the first point of contact for any client concerns, addressing inquiries promptly and effectively to maintain satisfaction.- Develop Strategies: Collaborate with the team to create strategies that enhance client engagement and retention, ensuring long-term partnerships.- Monitor Account Performance: Regularly review client accounts and provide feedback on performance, identifying opportunities for upselling additional services or products.- Conduct Regular Meetings: Schedule and lead meetings with clients to discuss their goals, progress, and any adjustments needed to improve outcomes.Required Skills and Expectations:- Communication Skills: You must possess excellent verbal and written communication skills to effectively interact with clients and present ideas clearly.- Interpersonal Skills: Strong interpersonal abilities are essential for building trust and rapport with clients.- Problem-Solving: You should be adept at identifying problems and offering creative solutions promptly.- Organizational Skills: Being organized is vital to manage multiple client accounts and prioritize tasks effectively.- Customer-Focused Attitude: A willingness to understand client needs and a commitment to providing exceptional service are imperative for success in this role. We are looking for someone with 1 to 7 years of experience who is eager to grow and contribute in a fast-paced environment.

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

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.

Sr. Team Manager / Team Leader Responsible For Heading and Running Team. Handling a team of RM, Sales Manager, Team leads, and Equity Dealer. Strategizing and promoting business development initiatives in the region. Responsible for managing and developing new branches across region. Assisting clients with regards to their Investments in Equity, commodity, currency & other 3rd party products including MF and Insurance. Ensuring Cross Selling Of All Products (equities, Derivatives, Mf Sales And IPO Sales Etc) To Existing Clients. Co-ordinate with Regional heads & cluster Managers for management discussion. Building relationships with the client & educating them about Investments if required. Accelerating client base

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 Description1. To identify and acquire the customers2. Maintaining the relationship with the customers.3. Retention of customers4. To cross-sell the investment party products5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect.Providing clients with advices that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run.1. Generate revenues and AUM for the company as per the expectation2. Give high priority service to the customers as per the company processes3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company

Job Description1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company

* Graduation Mandatory* Candidates has to from Broking Industry only* Freshers Can be apply if you qualified NISM Certification

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%

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.