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Equity relationship manager

Published date: 2026/11/08
  • Location: Kolkata, West Bengal, India
Experience

5-12 Years

Relevant experience

5-7 Years

· Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.

· He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.

· Promote Focus Product of the month.

· Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products.

· .Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients.
• Candidate should be having 12-15CR of AUM with him/her into Equity & Investment Product

· Min. 25-30 client candidate managing.
• Min AUM 5-6cr from Equity

Competency KRA

RSR

45%

Non Broking Revenue (NB RSR)

15%

Monthly Client Meeting (As per CRM)

10%

New Broking Family Acquisition Yearly (min. 10 lakhs Cash or 25 lakhs stock transfer per family)

15%

New Family Revenue (Broking Revenue RSR)

15%
Company Name: Iris HigherGround

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