Relationship Manager – Equity

Role Overview

We are looking for a dynamic Relationship Manager – Equity to build and manage client relationships, provide investment advisory, and drive revenue through equity and allied products.

Key Responsibilities

• Acquire and onboard new clients for Demat & trading accounts.
• Manage and grow an existing portfolio of equity clients.
• Provide investment ideas based on research and market insights.
• Execute equity trades and ensure timely client support.
• Cross-sell financial products such as Mutual Funds, IPOs, and Bonds.
• Achieve assigned revenue and broking targets.
• Maintain strong client engagement through regular updates and reviews.

Required Skills & Qualifications

• Graduate / Postgraduate in Finance, Commerce, or related field.
• 1–4 years of experience in equity broking / wealth management.
• Strong understanding of stock markets and trading platforms.
• Excellent communication and relationship-building skills.
• NISM certification (preferred).

Key Competencies

• Client-centric approach
• Sales & target orientation
• Market awareness
• Analytical thinking

Why Join LM

• Strong brand legacy and trusted market presence
• Performance-driven incentives
• Learning & growth opportunities
• Collaborative work environment