Kochi Kerala Wealth management director Jobs – 2 Open Jobs Today

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

We 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.

For more details you can visit us at www.equirus.com

About the Role

Relationship Manager – Senior Manager / AVP

This role reports to the Area Director of the particular region

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

Location(s)

Aluva

Role Requirement
(Qualification & Experience)

8+ years of experience in Wealth Management space
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.

About the Job:

Salary:

Negotiable

Company:

Equirus Wealth Private Limited

Role :

Wealth Relationship Manager - Aluva

Category:

Wealth Sales

Location:

Aluva, India, Asia

Employment Type:

Full time

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