Requirements

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.

Location(s) Based on Requirements





Role Requirement (Qualification & Experience)

Benefits

12+ years of experience in Wealth Management space

- Strong leadership and team management skills.
- 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.
- Valuable communication and presentation skills

📌 Relationship Manager (Telangana)
🏢 Equirus
📍 Telangana