Relationship Manager

Equirus; Mumbai; On-site; INR 1,500,000 - 3,500,000; Full time

Job summary

Equirus, a premier financial services firm in Mumbai, seeks a senior wealth manager to lead HNI/UHNI client relationships and drive revenue, AUM, and product targets across the geography.

You will onboard high-net-worth clients, advise on investments (MF, bonds, PMS, AIFs, PE), collaborate with channel partners, and ensure strict regulatory compliance while mentoring a team.

Qualifications

• MBA from premier business school.
• 12+ years in wealth management.
• Strong leadership and team management.
• English is mandatory; local language would be beneficial.

Responsibilities

• Onboard, handle and manage HNI / Ultra HNI clients.
• Achieve annual revenue, AUM & strategic product targets in the respective geography.
• Aim for consistent growth of customer wallet share and book size.
• Advise and meet clients on investment needs based on risk appetite and performance objectives with structuring solutions.
• Review client portfolios and provide a birds' eye view.
• Work in partnership with channel partner and drive leads & AUM.
• Service existing clients with support of client servicing team.
• Adherence to regulatory, statutory, and corporate compliance standards.

Skills

Leadership

Team management

Client relationship management

Communication skills

Presentation skills

Business development

English language proficiency

Education

MBA from premier business school

Job description

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

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.

Requirements

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.
• Good communication and presentation skills