Job Description:

We are looking for:
Someone who has sound understanding of wealth management products (MF, Bonds, PMS, AIFs, PE etc.) & markets.
Ability to work in tandem with our channel partner and generate leads & business.
Must have positive communication and presentation skills
English is mandatory and command on local language would be beneficial.

Qualification: Graduate & above.

Experience: 5+ years of experience in Wealth Management.

Duties:

Roles & Responsibilities:
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.

About the Job:

Salary:

Negotiable

Company:

Equirus Wealth Private Limited

Role :

Wealth Relationship Manager - Thrissur

Category:

Wealth Sales

Location:

Thrissur, India, Asia

Employment Type:

Full time

📌 Wealth Relationship Manager Thrissur (India)
🏢 Equirus
📍 India