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Equity Relationship Manager

Exclusive opportunity

Onsite

Equity Relationship Manager

Veerwal Getwork Services

Equity Relationship Manager

Skills

Compliance

19 days ago

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Important information


Contract type:

Permanent

Salary:

₹450,000 – ₹750,000 / year

Location:

Faridabad, Haryana, India

Work mode:

Onsite

Published on:

7 October 2026

What they need


Key Responsibilities:

  • Acquire, manage and deepen relationships with Affluent/HNI clients.
  • Handle equity dealing, including execution of buy/sell orders and client trade requirements.
  • Advise clients on equity markets, investment opportunities and suitable strategies.
  • Sell and cross-sell Mutual Funds, PMS, AIF, Bonds, NCDs, Insurance, FD and other wealth products.
  • Generate AUM, revenue and brokerage through existing and new client relationships.
  • Conduct portfolio reviews and identify investment/product opportunities.
  • Increase client wallet share through effective cross-selling and relationship management.
  • Ensure accurate execution of transactions and adherence to compliance and risk guidelines.

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