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

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

ConfidentialVadodara, Thiruvananthapuram / Trivandrum, Delhi
30+ days ago
Job description

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

  • Exceptional 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 .

    • Qualifications

  • 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.

    • Skills Required

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

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    Relationship Manager • Vadodara, Thiruvananthapuram / Trivandrum, Delhi