SVP / VP / AVP / Relationship Managers, Private Bankers

SVP / VP / AVP Relationship Managers / Private Bankers - Wealth Management

QuickTurtle is seeking experienced SVP / VP / AVP Relationship Managers and Private Bankers to join our Wealth Management team. In these critical roles, you'll be responsible for acquiring, deepening, and retaining HNI / UHNI client relationships, driving revenue through diverse wealth products, and providing expert financial advice.

Key Responsibilities

• Acquire, deepen, and retain High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients , building long-lasting relationships based on trust and exceptional service.
• Generate significant revenue by effectively promoting and cross-selling a comprehensive range of wealth management products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking.
• Network strategically and cultivate strong, enduring relationships with clients to understand their financial goals and preferences.
• Utilize exceptional selling skills, soft skills, and deep product knowledge to effectively communicate value propositions and address client needs.
• Possess a deep understanding of capital markets and all financial products , enabling you to provide precise and timely advice to clients.
• Build Assets Under Management (AUM) and expand the client base in alignment with targets defined by the company.
• Regularly send relevant news, market-related inputs, and insightful reports to clients, keeping them informed and engaged.

What We're Looking For

Skills Required

Wealth Management, Client Relationship, Driving Revenue, financial advice, Aum, Equity Broking