Job Description:
Equirus Wealth Private Limited
Job Description
About Equirus
Equirus is a leading midâ€market investment bank with solid 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 www.equirus.com
About the Role
Relationship Manager – Senior Manager / AVP
This role reports to the Area Director of the particular region
Job description
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 standards
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Location(s)
Mumbai
Role Requirement
(Qualification & Experience)
- 8+ years 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
About the Job:
Salary:
Negotiable
Company:
EWPL
Role :
Wealth Relationship Manager - Mumbai
Category:
Wealth Sales
Location:
Mumbai, India, Asia
Employment Type:
Full time
📌 Wealth Relationship Manager - Mumbai (India)
🏢 Equirus
📍 India