Equity Rm

Department Icon Accounting & Finance
Posted: 5 months ago
0-1 years
Valsad, Gujarat
Accounting & Finance
work from office
Full Time

Posted: 5 months ago
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Job Description

Company Description

Mirae Asset Sharekhan, founded in 1995, pioneered online trading in India and has grown to serve over 3.1 million clients through a network of 120+ branches and 4,400+ business partners. The company is renowned for its comprehensive financial solutions, including Mutual Funds, Stocks, IPOs, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), ETFs, Corporate Deposits, Futures & Options, Commodities, and Bonds. Mirae Asset Sharekhan executes more than 1.1 million trades daily, supported by in-depth research, experienced relationship managers, and a commitment to financial education. The company operates as a SEBI-registered stockbroker and an AMFI-registered mutual fund distributor, ensuring compliance with industry regulations.

Role Description

This is a full-time, on-site role for an Equity Relationship Manager based in Valsad. The Equity RM will manage client portfolios, provide investment advice tailored to individual needs, and conduct equity and financial market research. Daily responsibilities include maintaining client relationships, actively engaging in trading activities, analyzing market trends, providing timely insights, and driving value through investment opportunities.

Qualifications

  • Strong expertise in Equities, Trading, and Investments
  • Sound understanding of Finance and Research methodologies
  • Effective communication and client relationship management skills
  • Proficiency in analyzing financial markets and forecasting trends
  • Bachelors degree in Finance, Economics, or a related field; certifications like CFA or NISM are advantageous
  • Proficiency in trading platforms and tools
  • Ability to work on-site collaboratively with team members and clients
  • Prior experience in the financial services sector preferred

Skills

CfaFinance

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