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Relationship Manager

2 months ago

Alappuzha, India Equirus Full time

We are looking for Junior Relationship Manager in Alapuzha


Role: Wealth Relationship Manager


Role Requirements:

  • 5+ years of experience in Wealth Management.
  • Must be graduate and have great command over English & Regional Language.
  • Should have strong communication and presentation skills.
  • Excellent Relationship Management skills.
  • Extensive HNI client handling & transaction closure experience.
  • Strong blend of analytical thinking and operations execution


Roles and Responsibilities:

  • Handling and managing HNI clients.
  • Achieving annual revenue, AUM & Strategic product targets in the respective geography.
  • Servicing existing clients with the support of client servicing team.
  • Adhering to all regulatory, statutory, and corporate compliance standards.
  • Effectively networking across markets and generating potential business leads.