Relationship Manager

Equirus; Bengaluru Urban; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Equirus, a leading Financial Services provider in Bangalore, is looking for a professional to onboard and manage HNI / Ultra HNI clients. The role requires achieving annual revenue and AUM targets while advising clients based on their business and investment needs.

The ideal candidate will collaborate with a client servicing team and adhere to compliance standards. Experience in client management and strong advisory skills are essential for success in this role.

Qualifications

• Experience in onboarding and managing HNI / Ultra HNI clients.
• Strong ability to achieve revenue and AUM targets.
• Skills in advising clients based on risk appetite and investment needs.

Responsibilities

• Onboarding, handling, and managing HNI / Ultra HNI clients.
• Accountable for achieving annual revenue, AUM & strategic product targets.
• Review client portfolios and provide insights.

Job description

Bangalore North, India | Posted on 05/15/2026

Equirus, a mid‑market, full‑service Financial Services provider, backed by prominent investors and founded in July 2007. Since then Equirus have been providing investment banking & related advisory services for Indian Corporates. Equirus has been a house banker for many of its clients providing for Private Equity, Mergers & Acquisitions, Equity Capital, Debt Capital and Structured Finance advisory. Over the last 13 years, Equirus has built impeccable credentials and market standing across domains and has created a niche for itself in its ability to structure and deliver transactions in‑line with client requirements with closing over 150 successful transactions across Capital raising and M&A. Equirus has an Institutional equities arm and the Research house which covers more than 192 stocks across sectors and has created a niche for itself in an extremely competitive environment. It is increasingly getting identified as the go‑to house for mid‑caps companies amongst Domestic as well as foreign institutional investors. The Portfolio Management Services launched in 2016 has recorded an exceptional performance of its Equirus Long Horizon Fund since inception. Equirus has now forayed into the wealth business to offer investment solutions to high networth individuals (HNIs) and mass affluent clients. Equirus Wealth is a holistic Wealth Platform formed with the objective of providing Client Centric, Comprehensive and Transparent services for Individuals, Families and Corporates.

Job Description

• 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.