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Equirus

Wealth Relationship Manager - Aluva

Equirus
Early Applicant
  • 13 days ago
  • Be among the first 50 applicants
Exp: 8-10 Years
Aluva, India
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Job Description

Job Description:


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Equirus Wealth Private Limited

nJob Description

nAbout Equirus
nEquirus is a leading midmarket investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

nWe pride ourselves in being a trusted Investment bank servicing customer with best results in advisory in their investments, best corporates for their growth & capital need and families in managing their wealth. Led by seasoned bankers, we work with the largest and the most reputed investors.
nFor more details you can visit us at www.equirus.com

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nAbout the Role
nRelationship Manager Senior Manager / AVP
nThis role reports to the Area Director of the particular region

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nJob description
nCandidate shall be responsible for:

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  • nOnboarding, Handling and Managing HNI / Ultra HNI clients.
  • nAccountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography.n
  • Aiming for consistent growth of customer wallet share and book size.
  • nAdvising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.
  • nConstantly review client portfolios and give a birds eye view.
  • nAbility to work in partnership with Federal Bank and drive leads & AUM.
  • nService existing clients with the support of client servicing team
    • nAdherence to all regulatory, statutory, and corporate compliance standards
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Location(s)

nAluva

nRole Requirement
n(Qualification & Experience)

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  • n8+ years of experience in Wealth Management space
  • nMust have completed MBA from a premier business school.
  • nShould have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.
  • nEnglish is mandatory and command on local language would be beneficial.n
  • Ability to work in tandem with our channel partner and generate leads & business.n
    • Good communication and presentation skills
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About the Job:

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Salary:n

Negotiable

nCompany:n

Equirus Wealth Private Limited

nRole :n

Wealth Relationship Manager - Aluva

nCategory:n

Wealth Sales

nLocation:n

Aluva, India, Asia

nEmployment Type:n

Full time

More Info

Industry:Other

Job Type:Permanent Job

Skills Required

Presentation
Wealth Management
PMS
Pe
Mf
communication

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Date Posted: 13/11/2024

Job ID: 100196211

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