Senior Relationship Manage Equtiy

Job Title: Senior Relationship Manager - Equity

Company: FINTRIC Financial Consultants

Location: Pune

About the Company:

FINTRIC Financial Consultants, a trusted partner of Motilal Oswal Financial Services, is a growing financial advisory firm established in 2017. We specialize in providing investment guidance and financial solutions to clients with a strong focus on equity markets and wealth creation.

Job Description:

We are looking for passionate and knowledgeable individuals to join our team as Equity Advisors in Pune. The ideal candidate should have a strong interest in the stock market and the ability to build and maintain strong client relationships while providing informed investment guidance.

Key Responsibilities:

• Provide advisory support to clients on equity market investments.
• Engage with clients to understand their financial goals and investment needs.
• Generate and maintain client relationships to grow business opportunities.
• Share market insights, research ideas, and investment strategies with clients.
• Assist clients in building and managing their investment portfolios and Generate Revenue.

Qualifications & Requirements:

• Minimum Graduate , MBA in finance preferred .
• Minimum 2 years of experience in the Equity/Stock Market.
• NISM Series 8 Certification is compulsory.
• Strong communication and interpersonal skills.
• Passion for financial markets and client servicing.

Job Location: Pune

Join Us:

If you are passionate about financial markets and looking to build a rewarding career in the equity advisory space, we invite you to be a part of our growing team at FINTRIC Financial Consultants.