Relationship Manager / equity advisor

Company Description Jainam is a financial services organization focused on empowering traders and investors to build a more confident financial future. The company offers a range of broking and investment solutions designed to meet diverse client needs, supported by research-driven insights and modern trading tools. Jainam emphasizes client education, transparency, and long-term relationship building to help individuals navigate capital markets effectively. More information about Jainam’s services, platforms, and resources can be found through its official link hub at linktr.ee/jainambroking.
Role Description The Relationship Manager / Equity Advisor is a full-time, on-site role based in New Delhi. This role involves managing and growing a portfolio of clients by providing equity investment advice aligned with their risk profiles and financial goals. Day-to-day responsibilities include engaging with clients through meetings and calls, understanding their requirements, recommending suitable equity and related products, and monitoring portfolio performance. The role also includes preparing periodic reports, coordinating with internal research and operations teams, ensuring compliance with regulatory guidelines, and contributing to client acquisition and retention initiatives. The Relationship Manager / Equity Advisor is expected to maintain high standards of professional conduct and deliver consistent, client-centric service.
Qualifications
NISM 8 (Mandatory)
Strong client relationship management skills, including the ability to build trust, communicate clearly, and handle client queries and concerns effectively.
Solid understanding of equity markets, trading mechanisms, investment products, and basic portfolio management principles.
Ability to analyze market trends and research reports, and translate insights into actionable, client-focused investment advice.
Proficiency in using trading platforms, CRM tools, and standard office software for reporting and documentation.
Relevant academic background, such as a degree in Finance, Commerce, Economics, Business, or a related field.
Professional certifications in securities markets or investment advisory (e.g., NISM or equivalent) are an advantage.
Strong ethical orientation, attention to detail, and adherence to regulatory and compliance requirements.
Capability to work in a target-driven environment while maintaining a focus on long-term client satisfaction and retention.

Skills
CRM, Documentation

Experience
5+ yrs

Work arrangement
No