Sr RM / RM Investment Products

What are we looking for

Quick Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This role is focused on catering to the sophisticated investment needs of mass affluent clients, providing tailored wealth advice, and achieving significant asset under management (AUM) and investor acquisition targets.

Key Responsibilities :

• Cater to the investment needs of mass affluent clients by recommending products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products.
• Meet the required AUM, investor acquisition, and AUM targets for your assigned area.
• Ensure the timely delivery of customized wealth advice to HNI customers .
• Conduct periodic reviews of clients' portfolios to ensure they are in line with clients' investment objectives.
• Conduct joint calls with the branch team to foster collaboration and client engagement

Skills Required

Mf, Pms, Aif, Pe, Sp