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.
What We Do
Equirus is a trusted investment banking and financial advisory firm providing services in initial public offerings, mergers and acquisitions, and equity capital markets. Founded in 2007 and headquartered in Mumbai, India, Equirus Capital operates as an independent, full-service investment banking firm. Its mission emphasizes building trust and delivering performance through strategic transaction and capital-raising advice for clients across its advisory activities.
