Relationship Manager Indian Equity Desk Jobs in Abu Dhabi, UAE | Barjeel Geojit Financial Services
Barjeel Geojit Financial Services is hiring an experienced and client-focused Relationship Manager for its Indian Equity Desk in Abu Dhabi — 5 or more years of relevant experience in Indian equity and mutual fund dealing required.
About Barjeel Geojit Financial Services L.L.C.
CMA Licensed Financial Intermediary with 25 Years in the UAEBarjeel Geojit Financial Services is one of the few non-banking financial intermediaries licensed by the Capital Market Authority (CMA), UAE, for providing financial services in the region. With 25 years of successful operations in the United Arab Emirates, it has served a wide and growing regional base of investors.
Barjeel Geojit offers diverse investment products and services across global markets and caters to investors with diverse risk profiles and financial goals. It is also engaged in the promotion and introduction of investment products, ensuring all activities are conducted within the framework of CMA regulations and professional standards. Barjeel Geojit is launching the Barjeel Geojit India Opportunities Fund (BGIOF) under its CMA Fund Management License, a UAE-domiciled fund providing investors of all nationalities with access to a diversified portfolio of India-focused, tax-efficient investment opportunities.
Barjeel Geojit was established in 2001 through a collaboration between Sheikh Sultan Sooud Al Qasimi and Geojit Financial Services Limited, which is one of India's premier investment services providers with a pan-India and Middle East presence.
Job Overview
Job Summary
Barjeel Geojit Financial Services is seeking an experienced and client-focused professional to join its team as Relationship Manager for the Indian Equity Desk in Abu Dhabi, UAE. The role involves developing and maintaining relationships with NRIs, High Net-Worth individuals, and prospective clients interested in Indian equity markets and mutual funds. Candidates need a minimum of 5 years of relevant experience in Indian equity and mutual fund dealing, strong knowledge of Indian capital markets, and excellent client relationship management skills.
Key Responsibilities
- Develop and maintain relationships with NRIs, High Net-Worth individuals (HNIs), Ultra-High Net-Worth Individuals (UHNIs), and prospective clients interested in Indian equity markets, mutual funds, and investment products.
- Understand client investment needs and facilitate appropriate discussions and referrals.
- Coordinate investment approved financial products within the Company's licensed scope.
- Coordinate investment applications, client onboarding, KYC documentation, and compliance requirements.
- Maintain accurate client records, correspondence, and documentation in accordance with internal policies and regulatory requirements.
- Ensure compliance with applicable UAE CMA regulations, internal policies, confidentiality requirements, and conflict of interest procedures.
Qualifications & Requirements
The ideal candidate for this Relationship Manager Indian Equity Desk vacancy in Abu Dhabi must meet the following criteria:
Mandatory
- Minimum 5+ years of relevant experience in Indian equity and mutual fund dealing.
- Strong knowledge of Indian capital markets, NSE/BSE operations, and mutual fund products.
- Experience handling NRI clients and NRI equity and mutual fund investments.
- Bachelor's degree in Finance, Commerce, Economics, or a related field.
Preferred
- Knowledge of wealth management products, AML/KYC, and client onboarding processes.
- CISI certification is an advantage.
Key Skills
- Excellent communication, coordination, and client relationship management skills.
- Strong understanding of compliance and regulatory frameworks.
- Client-focused approach with the ability to handle HNI and UHNI relationships.
General Eligibility
- Currently based in Abu Dhabi or willing to relocate to Abu Dhabi, UAE.
- Able to work within CMA regulations and internal compliance policies.
- Professional, detail-oriented, and committed to confidentiality.
How to Write a Strong CV for This Role
- 1Highlight at least 5 years of experience in Indian equity and mutual fund dealing with specific product names and volumes handled.
- 2Mention your experience with NRI clients, KYC documentation, AML compliance, and client onboarding processes.
- 3Include keywords like "Relationship Manager", "Indian Equity", "NRI", "NSE/BSE", "Mutual Funds", and "Abu Dhabi" for ATS.
- 4Quantify achievements such as assets under management grown, client portfolios handled, or new NRI clients onboarded.
- 5Keep it to 1–2 clean pages — recruiters scan in 30 seconds.
- 6Send your CV as a PDF to preserve formatting on every device.
Frequently Asked Questions
How do I apply for this Relationship Manager job in Abu Dhabi?
Email your updated CV to Sonia@barjeel.ae with the subject line "Relationship Manager Indian Equity Desk – Abu Dhabi". Only shortlisted candidates will be contacted.
What is the most important requirement for this role?
A minimum of 5 years of relevant experience in Indian equity and mutual fund dealing is the core requirement, along with strong knowledge of Indian capital markets, NSE/BSE operations, and mutual fund products.
How much experience is needed for this position?
Candidates should have at least 5 years of relevant experience in Indian equity and mutual fund dealing, including experience handling NRI clients and their equity and mutual fund investments.
What qualifications and certifications are required?
A Bachelor's degree in Finance, Commerce, Economics, or a related field is required. Knowledge of wealth management products, AML/KYC, and client onboarding is preferred, and CISI certification is an advantage.
What is the salary and joining date for this job?
The salary is competitive and will be discussed during the interview based on your experience. The joining date will be confirmed after the selection process at Barjeel Geojit Financial Services in Abu Dhabi, UAE.
