About EquirusEquirus is a leading midâ€market investment bank with strong 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.comAbout the RoleRelationship Manager This role reports to the Area Director of the particular regionCandidate shall be responsible for:
- 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.
Location
Kannur
Role Requirement
(Qualification & Experience)
- 5+ years of experience in Wealth Management.
- Must be graduate and have outstanding command over English & Regional Language.
- Should have strong communication and presentation skills.
- Excellent Relationship Management skills
- Extensive HNI client handling & transaction closure experience.
- Strong blend of analytical thinking and operations execution.