Wealth Relationship Manager

1 week ago

Kerala, India Equirus Full time ₹ 5,00,000 - ₹ 15,00,000 per year
Job Description:

About Equirus

Equirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

We pride ourselves in being a trusted Investment bank servicing customer with best results in advisory in their investments, best corporates for their growth & capital need and families in managing their wealth. Led by seasoned bankers, we work with the largest and the most reputed investors.

For more details you can visit us at

About the Role

Relationship Manager

This role reports to the Area Director of the particular region

Job description

Candidate shall be responsible for:

  • 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.

Location

Ernakulam

Role Requirement

(Qualification & Experience)

  • 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.
About the Job:

Salary:

Negotiable

Company:

Equirus

Role :

Wealth Relationship Manager - Ernakulam

Category:

Wealth Service RM

Location:

Ernakulum - Kerala, India, Asia

Employment Type:

Full time

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