Job Description:

We are looking for:
Someone who has sound understanding of wealth management products (MF, Bonds, PMS, AIFs, PE etc.) & markets.
Someone who has solid communication and presentation skills.
Someone who has excellent relationship management skills.
Must have outstanding command over English and regional language.

Qualification: MBA from a premier business school

Experience: 8+ years of experience in Wealth Management.

Duties:

Roles & Responsibilities:
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

About the Job:

Salary:

Negotiable

Company:

Equirus Wealth Private Limited

Role :

Wealth Relationship Manager - Ahmedabad

Category:

Wealth Sales

Location:

Ahmedabad, India, Asia

Employment Type:

Full time

📌 Wealth Relationship Manager Ahmedabad
🏢 Equirus
📍 Ahmedabad