(24/10/2025) Sr RM/RM Investment Products
3 weeks ago
Job 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) 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
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Sr. RM
1 week ago
Mumbai, Maharashtra, India Acura Solution Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJob Description:Position:- Senior Relationship Manager Mid-MarketFunction:- Corporate Banking SalesLocation:- MumbaiPosition Grade:- M7 (Vice President)Job Description:-· Manage a team of RMs to deliver on business targets.· Acquisition of NTB clients by closing deals sourced by RMs· Manage promoter relationships to ensure higher share of business in...
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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...
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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...
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Rms Executive
1 week ago
Mumbai, India Riverforest Connections Full timeJob: - RMS EXECUTIVE - Department: - RISK / ODIN OPERATION - Qualification: - GRADUATE - No. Of Openings: - 1 - Shift Timings: - 7am 4pm & 3pm 12pm - **Location**: - MUMBAI - Experience In Years: - ATLEAST 1 YEAR - **Responsibilities**: - LIMIT SETTING, RISK ACTIVITIES - **Skills Required**: Odin;Limit Set Up;RMS...
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Associate RM
7 days ago
Mumbai, Maharashtra, India CSB Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per yearDescriptionAssisting RM/SRM in Credit Underwriting, Client Management, Portfolio Management, Credit HygieneResponsibilitiesARM is expected to work with RM/SRM in sourcing deals, proposal writing, credit approvals on CAMs, loan delivery and documentation and portfolio management.QualificationsQualification: MBA/CAExperience: 2 to 6 years
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Investment Counselor
2 weeks ago
Chennai, Coimbatore, India Sharekhan Full time ₹ 10,00,000 - ₹ 3,00,00,000 per yearRole & responsibilitiesOwnership of the Asset Gathering Target of the locationDriving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.Increasing AUM of the locationPenetration of existing client base for creating new investors in MF/Investments from existing client baseEnsuring better client...
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Senior RM
19 hours ago
Chennai, India UMIND CONSULTING Full timeNeed candidates for Urgent basis , Candidate requirement for RM is that he/ She has a min of 1 years of HL & LAP experience . CTC – If Senior RM 5.5L
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B2b Marketing Representative
6 days ago
Chandigarh, Chandigarh, India RM Global Footprint Full time**About the job** RM Global Footprint is looking for a "**B2B Marketing Representative"** to manage our B2B sales & marketing regularly including regular traveling. Call +91 9878993592 to schedule your interview. - **Company**:_ RM Global footprints - **Why Choose RM Global Footprints**:_ - Get an instant job offer! - Salary: depends on your interview - Join...
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Investment Counsellor
3 weeks ago
Delhi, Bengaluru, Mumbai, India Quick Turtle Full timeJob Description 1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting...
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Executive - Rms
2 weeks ago
Churchgate, Mumbai, Maharashtra, India CD Equisearch Private Limited Full timeExecutive - RMS - Job Role: - Cross checking BOD for All segments before Market Start. - Making Activation and Deactivation of Trading Terminal and Investor client. - Ability to resolve queries on a day to day basis. - Keeping Monitoring on Additional Surveillance Margin (ASM) and reporting to HOD. - Blocking GSM and Illiquid scrip on Time to Time in the...