SVP / VP / AVP / Relationship Manager - Private Banker / Wealth Management
ConfidentialCoimbatore, Pune30+ days ago
Job descriptionExceptional Selling Skills and strong Soft Skills . In-depth knowledge of Equity and Debt-based products , and Loans . Deep knowledge of capital markets and all financial products for accurate advice. Proficiency in Wealth Management, Relationship Management, Investment Advisory, and Portfolio Management . Expertise in selling financial products such as Mutual Funds (MF), PMS, AIF, and Equity. Strong foundation in Financial Planning and Stock Broking . Experience : Minimum of 7 years of experience in wealth management or private banking. Current Role : Must be an existing Relationship Manager – Wealth Management / Private Banker . Product Knowledge : Comprehensive knowledge of Mutual Funds, PMS, AIF, Stock Broking, Equity , and related financial instruments. AUM : Proven track record with an existing AUM of a minimum of ₹50 Cr . Relevant Designations (Preferred) : Experience as a Burgundy RM, Exclusive RM, Pioneer, Preferred Relationship Manager, Insignia RM, Imperia RM within Banking / NBFC / Stockbroking sectors, or similar roles focused on Portfolio Management, PMS, Mutual Funds, AIF, and Structured Products.
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
Create a job alert for this search
Relationship Manager • Coimbatore, Pune
Related jobs
Oversee client relationships, providing personalized financial advice and wealth management services.Enhance client portfolios, ensure strategic alignment with financial goals, and coach junior tea...Show moreLast updated: 30+ days ago
Relationship Manager - Wealth
Saaki Argus & Averil ConsultingCoimbatore, Tamil Nadu, IndiaQuick Apply
- Promoted
Senior Affiliate Manager
Medialifttiruppur, tamil nadu, in Fully-remote (from anywhere in the world).Medialift is a dynamic digital marketing agency specializing in a range of services, including in-app advertising, OEM advertising, media buying, retargeti...Show moreLast updated: 1 day ago
- Promoted
Relationship Manager- (Institutional Sales) PMS & AIF
Nippon India Mutual FundTiruppur, IN The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors, focusing more upon Institutional sales....Show moreLast updated: 4 days ago
- Promoted
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers Ltdcoimbatore, tamil nadu, in You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital.
Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show moreLast updated: 3 days ago
- Promoted
Senior Virtual Relationship Manager.Business Banking-Vrm Sme (Mashreq Global Network India)
MashreqPālghāt, Republic Of India, IN Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers.
Manage all customers focusin...Show moreLast updated: 3 days ago
- Promoted
Virtual Relationship Manager
upGrad Rekruttiruppur, tamil nadu, in Strengthen and grow relationships with existing First Wealth customers.Acquire new Non-Resident (NR) accounts and generate qualified referrals.
Drive remittance business across managed and sourced p...Show moreLast updated: 3 days ago
- Promoted
Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)
Mashreqcoimbatore, tamil nadu, in Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers.
Manage all customers focusin...Show moreLast updated: 3 days ago
- Promoted
Senior Investment Advisor - HNWI & Private Capital Relations
Friendly Franchisees Corporation / Silver Star Real Estate LLCPalakkad, IN Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show moreLast updated: 30+ days ago
- Promoted
Investor Relations Associate
TalentojCoimbatore, IN Proficient in any South Indian language.The desire to help customers with their problems.You have basic financial knowledge.
Timings : 9 AM to 9 PM (9-hour working, Roster basis).Be a part of a growi...Show moreLast updated: 4 days ago
- Promoted
Virtual Relationship Manager-Elite
upGrad Rekrutpalakkad, kerala, in Deepen customer relationships to increase overall relationship value.Acquire new Non-Resident (NR) accounts and generate referrals from existing customers.
Drive remittances across all managed and s...Show moreLast updated: 3 days ago
- Promoted
- New!
Relationship Manager-Team Lead Wealth Management
State Bank of Indiapalakkad, kerala, in We are hiring for SBI Bank for Wealth Management Department.Wealth Management Relationship Team.HNI and Affluent client relationships.
The incumbent will manage sales performance, ensure high-qualit...Show moreLast updated: 10 hours ago
- Promoted
AVP / VP - Business Head - Consumer-Tech
Kwan VenturesPalakkad, IN Partner with the leadership team to define and execute the company’s growth strategy across online and offline channels.Translate strategic goals into operational plans with measurable outcomes and...Show moreLast updated: 4 days ago
- Promoted
Equity Dealer
HDFC securitiesCoimbatore, Tamil Nadu, India Conduct client visits and HDFC Bank branch visits for maintaining and building the relationships.Advising and updating customers with daily movements in the stocks, with the help of research.Managi...Show moreLast updated: 4 days ago
- Promoted
Wealth Manager - Coimbatore
upGrad RekrutCoimbatore, Tamil Nadu, India Assets Under Management (AUM) by managing client portfolios, developing sales strategies, and ensuring client satisfaction.
Key duties include providing financial advisory services for high-net-wort...Show moreLast updated: 24 days ago
- Promoted
Partner Relationship Manager
Parrot CTFspalakkad, India Parrot CTFs offers modern cybersecurity training and enterprise-grade consulting through a robust Capture the Flag (CTF) platform.
With over 150 real-world challenges and specialized tracks in areas...Show moreLast updated: 1 day ago
- Promoted
Vice President, Team Lead Treasures Private Client, Consumer Banking Group
ConfidentialCoimbatore, India As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize their dreams and ambitions across 600 branches across the country.As a market leader in...Show moreLast updated: 7 days ago
- Promoted
Relationship Manager
GramPro Business Services Pvt. Ltd.Coimbatore, Tamil Nadu, India Recruiting for a leading private sector bank".New to Bank Current account acquisition with a bank, preferably in SME segment Must possess good knowledge of commercial catchments and business segmen...Show moreLast updated: 25 days ago
- Promoted
Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity
ComfNet Solutions GmbHTiruppur, IN Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity.Partnership / Profit Share Model.Profit-sharing basis + Long-term Equity Opportunity for top performers.German r...Show moreLast updated: 3 days ago