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Relationship Manager
EquirusBengaluru, Karnataka, India13 days ago
Job descriptionGraduate + MBA or any other equivalent qualification. 12+ years of experience in Wealth Management space.
We are looking for Wealth Relationship Managers for our Wealth Distribution team :
Location : Bangalore
Roles & 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
Qualification & Experience :
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Relationship Manager • Bengaluru, Karnataka, India
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