Equirus Hiring for Equirus Assistant Vice President/vice President Relationship Manager Wealth Management Iim/isb/mdi/fms at Mumbai, Maharashtra – Navi Mumbai, Maharashtra, India Full Time

Job Description

Equirus – AVP/VP – Relationship Manager – Wealth

Relationship Manager – Wealth @ Equirus

About Equirus Wealth :

Equirus Wealth Management, the wealth management arm of Equirus Capital, is an investment advisory and money manager, which provides innovative investment solutions to High Net-Worth Individuals (HNIs), with extensive use of technology-abled platforms. Equirus Wealth offers products across all asset classes from Equity, Fixed Income & Real Estate to Alternate Investment Products and Unlisted Securities. It is also a Business Affiliate of Federal Bank.

For more details you can visit us at www.equirus.com

Grade : AVP/VP

Responsibilities :

– 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

Requirements :

– 8+ yrs 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