Relationship Manager

2 months ago


Mumbai, India Equirus Full time
We are looking for Relationship Managers i our Wealth Management Team:

Location:

Ahmedabad / Chennai / Mumbai

Roles & Responsibilities:8 -12 yrs years of experience in Wealth Management spaceStrong leadership and team management skills.Must have completed MBA from a premier business school.Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.English is mandatory and command on local language would be beneficial.Ability to work in tandem with our channel partner and generate leads & business.Good communication and presentation skills.

Qualifications:Onboarding, Handling and Managing HNI / Ultra HNI clients.Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography.Aiming for consistent growth of customer wallet share and book size.Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.Constantly review client portfolios and give a birds’ eye view.Ability to work in partnership with Federal Bank and drive leads & AUM.Service existing clients with the support of client servicing teamAdherence to all regulatory, statutory, and corporate compliance standards


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