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 valuable 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 - Thiruvananthapuram

Category:

Wealth Sales

Location:

Thiruvananthapuram, India, Asia

Employment Type:

Full time

📌 Wealth Relationship Manager - Thiruvananthapuram
🏢 Equirus
📍 Thiruvananthapuram