Wealth Manager

Wealth Manager

QuickTurtle is looking for a seasoned Wealth Manager to cater to the comprehensive financial needs of our High Net Worth (HNI) clients. If you have a proven track record in relationship management within banking or NBFCs, expertise across diverse financial products, and exceptional client interaction skills, we invite you to join our team.

Key Responsibilities

• Address the comprehensive financial needs of HNI clients , encompassing Personal Banking, Business Banking, Wealth Management, and Insurance.
• Achieve set targets in terms of product mix , ensuring a balanced and diversified portfolio for clients.
• Provide 360-degree coverage of client needs across their personal and business banking / financial requirements.
• Undertake a robust Relationship Management profile , involving actively acquiring new HNI customer relationships, growing existing ones, and deepening client engagement.
• Focus intently on the analysis and satisfaction of HNI Customers' financial, banking, investment, and business needs and objectives.
• Deliver professional customer service to achieve a high percentage of customer wallet share and satisfaction, ultimately leading to strong client retention and growth.
• Manage the client portfolio strategically to de-risk against attrition and ensure the stability of the book.
• Manage key performance indicators at the highest level, consistently striving for excellence.
• Manage customer transitions with utmost sensitivity , ensuring a smooth and supportive experience.
• Ensure ongoing compliance with all relevant policies and procedures.
• Report any suspicious transactions immediately to the supervising officer.

Experience & Skills

Skills Required

Mutual Funds, structured products, Wealth Management, Portfolio Management, Relationship Management