SVP / VP / AVP / Relationship Manager - Private Banker / Wealth Management

QuickTurtle is seeking highly experienced and dynamic SVP / VP / AVP / Relationship Managers to join our Private Banker / Wealth Management team. This role is crucial for acquiring, deepening, and retaining relationships with High Net Worth (HNI) and Ultra HNI clients by offering expert advice and a comprehensive suite of financial products.

Key Responsibilities

• Acquiring, deepening, and retaining relationships with HNI and UHNI clients.
• Generating revenue by effectively promoting and selling a range of products, including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking .
• Networking and cultivating strong relationships with clients to understand their financial needs and objectives.
• Applying deep knowledge of capital markets and all financial products to provide sound investment advice.
• Building Assets Under Management (AUM) and expanding the client base as per company-defined targets.
• Sending relevant news, market-related inputs, and reports to clients to keep them informed.

Skills

Qualifications

Skills Required

Stock Broking, Wealth Management, Portfolio Management, Relationship Management, Equity Broking, Financial Planning