About Equirus Wealth : Equirus Wealth Management, the wealth management arm of Equirus Capital, is an investment advisory and money manager, which provides innovative investment solutions to High Net-Worth Individuals (HNIs), with extensive use of technology-abled platforms. Equirus Wealth offers products across all asset classes from Equity, Fixed Income & Real Estate to Alternate Investment Products and Unlisted Securities. It is also a Business Affiliate of Federal Bank. For more details you can visit us at www.equirus.com Grade : AVP/VP Responsibilities : - 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 : - 8+ yrs 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. - Good communication and presentation skills

Ahmedabad

Equirus - Relationship Manager - Wealth 

Equirus - Relationship Manager - Wealth  ,Job Description for Equirus - Relationship Manager - Wealth  in Equirus in  Ahmedabad for (8-15) years of experience. Apply Now!

Job Description for Equirus - Relationship Manager - Wealth  in Equirus in  Ahmedabad for (8-15) years of experience. Apply Now!