Relationship Manager

Equirus; Peddapalli; Remote; INR 4,000,000 - 7,000,000; Full time

Job summary

Equirus, a premier financial services firm, is seeking a senior wealth manager with 12+ years of experience to manage HNI and UHNI clients in India. You will drive annual revenue, AUM, and strategic product targets across the geography, while growing wallet share and book size through structured investment solutions.

You will advise clients based on risk appetite, review portfolios, and collaborate with channel partners to generate leads and expand business, while ensuring strict regulatory and

Qualifications

• Onboarding and managing HNI/UHNI clients.
• Achieve annual revenue, AUM & strategic product targets in the geography.
• Grow wallet share and book size through investment solutions.
• Advise clients on risk appetite and performance objectives.

Responsibilities

• Review client portfolios and provide strategic oversight.
• Collaborate with channel partners to generate leads and drive AUM.
• Ensure adherence to regulatory, statutory, and corporate compliance standards.

Skills

Wealth management

Client relations

Team leadership

Communication skills

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

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)

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