Equity Manager

The Desk Head Equity will lead a team of Equity Relationship Managers and drive business growth through client acquisition, client relationship management, and cross-selling of financial products. The role requires strong leadership capabilities, deep understanding of equity markets, and the ability to manage and grow a high-value HNI and Corporate client base.

Location: Mumbai , Pune , Ahmedabad and Nagpur

Key Responsibilities

Team Leadership

• Lead, guide, and motivate a team of Equity Relationship Managers.
• Monitor team performance and ensure achievement of business targets.
• Provide coaching, product guidance, and support to enhance team productivity.

Client Acquisition & Revenue Growth

• Acquire high-value HNI and Corporate clients in the Equity domain.
• Generate revenue from new and existing clients through advisory and execution-based services.

Client Relationship Management

• Manage and retain relationships with HNI and Trader clients.
• Enhance advisory engagement through proactive communication and consistent service delivery.
• Strengthen client trust and increase wallet share through tailored investment solutions.

Cross-Selling

• Execute cross-selling initiatives in line with organizational priorities.
• Promote appropriate financial products and services based on client needs and market opportunities.

Market & Product Expertise

• Stay updated on financial markets, equity trends, and advisory products.
• Provide informed recommendations supported by market insights and research.

Experience: - Minimum 8 to 15 yrs in handling Equity HNI relationship, /Trader clients from Stock Broking companies.

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