Relationship Manager

Equirus; Mumbai; On-site; INR 2,500,000 - 4,500,000; Full time

Job summary

Equirus is seeking an experienced Wealth Manager in Mumbai to onboard and manage HNI/UHNI clients, drive AUM growth and revenue targets, and collaborate with channel partners for lead generation. The ideal candidate has 8-12 years in wealth management, excellent communication and presentation skills, and fluency in English (local language helpful).

Regulatory compliance and client servicing are key responsibilities.

Qualifications

• MBA from premier business school is required.
• 8-12 years of experience in wealth management space.
• Strong communication and presentation skills.
• English is mandatory; local language knowledge is beneficial.

Responsibilities

• Advising and meeting clients on investment needs based on risk and objectives.
• Onboarding and managing HNI/UHNI clients.
• Achieving annual revenue, AUM and strategic product targets in the geography.
• Collaborating with channel partners to generate leads and drive AUM.
• Reviewing client portfolios and providing strategic guidance.
• Ensuring compliance with regulatory and corporate standards.

Skills

Excellent communication

Strong leadership

Wealth management product knowledge

Channel partner collaboration

Presentation skills

English proficiency

Education

MBA from premier business school

Job description

• Must have completed MBA from a premier business school.
• 8-12 years of experience in Wealth Management space.

We are looking for:

• Somebody with excellent communications skills.
• Strong leadership and team management skills.
• Someone who has sound understanding of wealth management products (MF, Bonds, PMS, AIFs, PE etc.) & markets
• Somebody with the ability to work in tandem with our channel partner and generate leads & business.
• Must have good communication and presentation skills
• English is mandatory and command on local language would be beneficial
• 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