Equity Relationship Manager (Sales)
Want to Land Jobs Faster?
Unlock priority referrals, smarter matches, and tools to stay organised - starting at just ₹399/month.
About the job
Key Responsibilities • Build and maintain strong relationships with HNI and corporate clients. • Promote and sell equity investment products and related financial solutions. • Acquire new clients and generate revenue through advisory and sales activities. • Achieve assigned sales and revenue targets while ensuring regulatory compliance. • Conduct regular client meetings and relationship-building activities. • Provide market updates, investment insights, and equity recommendations to clients. • Coordinate with internal research and product teams for effective client servicing. • Ensure high levels of client satisfaction and long-term engagement. Work Experience & Skills Required • 3 to 5 years of experience in equity sales, investment advisory, or financial services. • Strong track record in client acquisition and revenue generation. • Good understanding of equity markets, trading concepts, and investment products. • Hands-on experience with trading platforms and financial market tools. Behavioural Competencies • Excellent communication and presentation skills. • Strong relationship-building and negotiation abilities. • Team player with a collaborative approach across departments. • Self-driven, target-oriented, and proactive mindset. Educational Qualification Bachelor’s degree in Finance, Economics, Commerce, or related field. MBA / Master’s degree will be preferred.
Requirements
- equity sales
- client relationship management
- financial advisory
- trading platforms
- communication skills
Qualifications
- Bachelor’s degree
- MBA
Preferred Technologies
- equity sales
- client relationship management
- financial advisory
- trading platforms
- communication skills
Get More Job Recommendations Like this
About the company
We are looking for a dynamic and result-oriented Equity Relationship Manager to drive equity sales and manage high-value client relationships. The role focuses on acquiring and servicing HNI and corporate clients, driving revenue growth, and delivering investment solutions aligned with client needs and market opportunities.
Similar Jobs
Relationship Manager
DBS Bank
Relationship Manager
Bajaj Finserv
Relationship Manager
Bajaj Finserv