Area Manager- Investment Products
3 weeks ago
Job Description Area Manager - Investment Products QuickTurtle is seeking a driven Area Manager - Investment Products to lead and inspire a team of Wealth Managers. If you have extensive experience in wealth management, a proven track record in leading sales teams, and expertise across a broad range of investment products, we invite you to drive our growth in serving mass affluent and HNI clients. Key Responsibilities - Drive a team of Wealth Managers to effectively cater to the investment needs of mass affluent clients. This involves recommending a diverse suite of products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products. - Meet required Assets Under Management (AUM) and investor acquisition targets for your assigned area, contributing both through team efforts and personal contributions. - Ensure the timely delivery of customized wealth advice to HNI (High Net Worth) customers, maintaining our high standards of service. - Conduct periodic reviews of clients portfolios to ensure they remain aligned with their investment objectives and risk profiles. - Conduct periodic trainings on products and processes for your team, ensuring they are well-equipped and up-to-date with market offerings and best practices. - Engage in joint calls with Relationship Managers/Team to support sales efforts, provide mentorship, and foster client relationships. Candidate Profile - Experience: 5+ years in sales/wealth management, with significant experience in handling HNI clients. - Team Handling Experience: Proven experience in managing and leading a team is required.
-
Manager - Investment Products
3 weeks ago
Mumbai, India Motilal Oswal Wealth Management Full timeJob Description Job Summary: The Manager Investment Products will assist in developing and executing sales strategies for investment products, support the Area Manager in business growth initiatives, and manage relationships with key clients and stakeholders. The role requires market research, sales data analysis, and team coordination to ensure achievement...
-
Area Sales Manager, Investments
3 weeks ago
Trichy, Raipur, Kolkata, India Quick Turtle Full timeJob Description QuickTurtle is seeking a highly experienced and dynamic Area Sales Manager, Investments. In this pivotal role, you will leverage your extensive knowledge of financial products and proven team leadership skills to drive sales, manage a diverse team, and collaborate across departments to achieve ambitious investment goals. Key Responsibilities...
-
Sr RM/RM Investment Products
3 weeks ago
Chandigarh, Mumbai, India Quick Turtle Full timeJob Description - Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products - Meet the required AUM, investor acquisition and AUM targets for given area. - Ensure the timely delivery of customized wealth advise to HNI customers - Periodic review of...
-
Area Manager
1 week ago
Chandigarh, Chandigarh, India Bajaj Finance Full time ₹ 9,00,000 - ₹ 12,00,000 per yearArea Manager - LAS Job Purpose This position is open with Bajaj Finance Ltd. Duties and Responsibilities- Responsible for acquiring new Corporates for ESOP tie-ups.- Responsible for generating leads from Empaneled Corporates.- Responsible for Cross-Selling Investment Products like Fixed Deposits, Insurance, and IPO Financing to corporate employees.-...
-
Sr RM/RM Investment Products
2 days ago
Chandigarh, Mumbai, Varanasi, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery of customized wealth advise to HNI customers Periodic review of clients portfolio...
-
(24/10/2025) Sr RM/RM Investment Products
3 weeks ago
Chandigarh, Chennai, Mumbai, India Quick Turtle Full timeJob Description 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)...
-
Area Sales Executive
4 days ago
Chandigarh, Chandigarh, India Entrust Products Full timeWe are looking for a young, dynamic professional for sales and marketing for a Spanish Bearing company. The focus areas include crushers, steel plants, paper mills, gear box manufacturers etc. The individual must have experience of B2B sales of bearings of other industrial products. Should be well versed with industries in Himachal Pradesh, Punjab and...
-
Investment Product Specialist
10 hours ago
Mumbai, Maharashtra, India Klay Securities Full time ₹ 1,50,00,000 - ₹ 2,50,00,000 per yearWe are seeking an Investment Products Specialist to drive our product offerings. The ideal candidate will have a deep understanding of investment products, market trends, and regulatory requirements in India. The role involves curating and managing investment solutions tailored to ultra-high-net-worth individuals (UHNWIs) and institutions.Roles &...
-
Mumbai, India Motilal Oswal Wealth Management Full timeJob Description Job Summary: The Relationship Manager Investment Products will be responsible for managing and expanding a portfolio of high-net-worth clients by offering customized investment solutions and financial planning advice. The role involves understanding client goals, designing investment strategies, and ensuring superior service delivery to...
-
Acaipl Investment
1 week ago
Mumbai, India Acaipl Investment & Financial Services Private Ltd Full timeAbout Us:Areion Assets Management Private Limited is an investment manager to a SEBI Registered Category II and Category I Alternative Investment Fund. Areion AMC has successfully launched 4 no. of schemes under Cat II & 3 schemes under Cat I- SSF.The AMC has applied for 1 new scheme under Cat I with SEBI having target corpus of INR 500 crores.Job Summary:We...