Qualification & Experience:

- Must have completed MBA from a premier business school.

- 8-12 years of experience in Wealth Management space.

We are looking for:

- Somebody with excellent communications skills.

- Solid leadership and team management skills.

- Someone who has sound understanding of wealth management products (MF, Bonds, PMS, AIFs, PE etc.) & markets

- Somebody with the ability to work in tandem with our channel partner and generate leads & business.

- Must have good communication and presentation skills

- English is mandatory and command on local language would be beneficial

Roles & Requirements

:

- 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

📌 Relationship Manager (Mumbai)
🏢 Equirus
📍 Mumbai