SVP / VP / AVP / Relationship Manager - Private Banker / Wealth Management
ConfidentialAhmedabad, Cochin / Kochi / Ernakulam, Delhi NCR30+ 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
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Relationship Manager • Ahmedabad, Cochin / Kochi / Ernakulam, Delhi NCR
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