Relationship Manager

1 month 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 space
- Strong 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 team
- Adherence to all regulatory, statutory, and corporate compliance standards

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