Relationship Manager

1 month ago


Kottayam HO, India Equirus Full time
Role: Relationship ManagerRole Requirement:-

8+ yrs of experience in Wealth Management space-

Must have completed MBA from a premier businessschool.-

Should have sound understanding of WealthManagement Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.-

English is mandatory and command on local languagewould be beneficial.-

Ability to work in tandem with our channel partnerand generate leads & business.-

Good communication and presentation skillsCandidate shall be responsible for:-

Onboarding, Handling and Managing HNI / Ultra HNIclients.-

Accountable to achieve Annual revenue, AUM &Strategic product targets in the respective geography.-

Aiming for consistent growth of customer walletshare and book size.-

Advising and meeting clients on their business andinvestment needs based on their risk appetite and performance objective throughvarious structuring solutions.-

Constantly review client portfolios and give abirds’ eye view.-

Ability to work in partnership with Federal Bankand drive leads & AUM.-

Service existing clients with the support of clientservicing teamAdherence to all regulatory, statutory, and corporatecompliance standard
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