Area Manager- Investment Products
23 hours 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.
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Area Sales Manager, Investments
23 hours 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...
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Sr RM/RM Investment Products
23 hours 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...
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Area Manager
7 days 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.-...
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Investment Associate
1 week ago
Mumbai, India Elystar Investment Management Full timeWe are looking for Investment Associates to join our team in a full-time role. The duties and responsibilities of the role include (but are not limited to): - Financial modeling, valuation along with qualitative analysis Analyzing economic, industry, and company trends - Generating investment ideas and designing investment strategies - Analyzing global...
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Senior RM/RM Investment Products
2 days ago
Chandigarh, Chandigarh, India QuickTurtle Full time ₹ 4,00,000 - ₹ 12,00,000 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...
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Nuvama - Investment Manager
3 weeks ago
Mumbai, India Nuvama Wealth and Investment Limited Full timeJOB DESCRIPTION:Position Title: Investment ManagerLocation: Pan IndiaNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over - 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global...
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(24/10/2025) Sr RM/RM Investment Products
23 hours 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)...
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Investment Expert
4 days ago
Ahmedabad, Delhi, Kolkata, NCR, India Nuvama Wealth & Investment Limited Full time ₹ 10,00,000 - ₹ 15,00,000 per yearKey ResponsibilitiesMonitor global and domestic equity markets, trends, and economic developments and update the clients accordingly.Recommend equity investment strategies sourced from our research desk, aligned with clients risk profiles, objectives, and time horizons.Conduct timely meetings either in person or through virtual channel to provide market...
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Area Sales Executive
1 week 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...
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Investment Product Specialist
7 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 &...