Relationship Manager

1 month ago


kottayam, India Equirus Full time

Role: Relationship Manager


Role Requirement:

• 8+ yrs of experience in Wealth Management space

• 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


Candidate shall be responsible for:

• 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 team

Adherence to all regulatory, statutory, and corporate

compliance standard


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