SVP/VP/ AVP

3 weeks ago

Jaipur Pune Indore, India Quick Turtle Full time

Job Description SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers and Private Bankers to join our Wealth Management team. In these critical roles, you'll be responsible for acquiring, deepening, and retaining HNI/UHNI client relationships, driving revenue through diverse wealth products, and providing expert financial advice. Key Responsibilities - Acquire, deepen, and retain High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients, building long-lasting relationships based on trust and exceptional service. - Generate significant revenue by effectively promoting and cross-selling a comprehensive range of wealth management products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking. - Network strategically and cultivate strong, enduring relationships with clients to understand their financial goals and preferences. - Utilize exceptional selling skills, soft skills, and deep product knowledge to effectively communicate value propositions and address client needs. - Possess a deep understanding of capital markets and all financial products, enabling you to provide precise and timely advice to clients. - Build Assets Under Management (AUM) and expand the client base in alignment with targets defined by the company. - Regularly send relevant news, market-related inputs, and insightful reports to clients, keeping them informed and engaged. What We're Looking For - Proven experience in acquiring, deepening, and retaining HNI/UHNI client relationships in wealth management. - Extensive knowledge of equity and debt-based products, including Mutual Funds, PMS, AIF, and Equity Broking. - Familiarity with loan products is a plus. - Exceptional selling, communication, and interpersonal skills. - A strong grasp of capital markets and financial products to provide sound advice. - A results-driven mindset with a track record of building AUM and client base.

  • ▷ [Only 24h Left] SVP/ VP/ AVP/ Relationship Manager - Private Banker/ Wealth Management

    3 weeks ago

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