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

11 hours ago

Jaipur Indore, India Quick Turtle Full time

Job Description QuickTurtle is seeking highly experienced and dynamic SVP/VP/AVP/Relationship Managers to join our Private Banker/Wealth Management team. This role is crucial for acquiring, deepening, and retaining relationships with High Net Worth (HNI) and Ultra HNI clients by offering expert advice and a comprehensive suite of financial products. Key Responsibilities - Acquiring, deepening, and retaining relationships with HNI and UHNI clients. - Generating revenue by effectively promoting and selling a range of products, including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking. - Networking and cultivating strong relationships with clients to understand their financial needs and objectives. - Applying deep knowledge of capital markets and all financial products to provide sound investment advice. - Building Assets Under Management (AUM) and expanding the client base as per company-defined targets. - Sending relevant news, market-related inputs, and reports to clients to keep them informed. Skills - Exceptional Selling Skills and strong Soft Skills. - In-depth knowledge of Equity and Debt-based products, and Loans. - Deep knowledge of capital markets and all financial products for accurate advice. - Proficiency in Wealth Management, Relationship Management, Investment Advisory, and Portfolio Management. - Expertise in selling financial products such as Mutual Funds (MF), PMS, AIF, and Equity. - Strong foundation in Financial Planning and Stock Broking. Qualifications - Experience: Minimum of 7 years of experience in wealth management or private banking. - Current Role: Must be an existing Relationship Manager Wealth Management/Private Banker. - Product Knowledge: Comprehensive knowledge of Mutual Funds, PMS, AIF, Stock Broking, Equity, and related financial instruments. - AUM: Proven track record with an existing AUM of a minimum of 50 Cr. - Relevant Designations (Preferred): Experience as a Burgundy RM, Exclusive RM, Pioneer, Preferred Relationship Manager, Insignia RM, Imperia RM within Banking/NBFC/Stockbroking sectors, or similar roles focused on Portfolio Management, PMS, Mutual Funds, AIF, and Structured Products.

  • SVP/VP/ AVP

    11 hours 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...

  • Private Banker

    2 weeks ago

    Jaipur, India EMS CONSULTANCY Full time

    JD below for the Private Banker role Position: - Private Banker BU: Wealth Management Education: Full-Time Graduate/Master’s Degree CTC - Negotiable based on current salary and experience Role & Responsibilities - Offer Private Banking/ Wealth Management Services - Acquiring and Managing relationships of HNI and Super HNI clients, retaining &...

  • Wealth Management

    3 days ago

    Indore, Madhya Pradesh, India Talengage Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionOur client is one of the leading NBFC.Cluster Head / Regional Head - Private WealthExperience - 10+ years in Financial Industry/ Private Wealth / Capital Markets / Private BankingLocation - Mumbai , Delhi ,Pune ,Ahmedabad ,Kolkata, Chennai , Jaipur, Indore , Bangalore, HyderabadEducation - UG / PGRole DescriptionThis is a full-time on-site...

  • Wealth Manager

    7 days ago

    Indore, Mumbai, India Micromitti Real Estate Ventures Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Job Title: Wealth ManagerLocation: Indore (On-site)Department: Sales & Real Estate InvestmentsReporting To: Financial Manager / CEOAbout the Role:At MicroMitti, were not looking for salespeoplewe're building a league of real estate wealth creators. As a Wealth Manager, your mission is to introduce India's most credible co-investment model to those who shape...

  • ▷ [Only 24h Left] Equity Research Analyst

    3 weeks ago

    Jaipur, India Hem Securities Ltd. Full time

    Hem Securities Ltd. is India’s only prominent leader for all financial services including Merchant Banking, Investment Banking, Angel Investing, Private Equity, M&A, Wealth Management & PMS Services. With more than 40 years of relentless excellence in serving to the customers, not only it is one of the best Stock Brokerage Firms in India but also an...

  • VP / AVP / Branch Manager NRI Desk, Pvt Client Group

    11 hours ago

    Pune, Indore, India Quick Turtle Full time

    Job Description QuickTurtle is looking for a driven VP / AVP / Branch Manager to lead our NRI Desk within the Private Client Group. In this key role, you'll be responsible for achieving significant revenue targets, leading and mentoring a team, and driving growth across a comprehensive suite of broking and investment products for our NRI clients from Dubai...

  • Private Wealth Manager@ UPTO 50 LPA For leading private wealth company

    3 days ago

    Bhopal, Bhubaneswar, Jaipur, Lucknow, Nashik, Raipur, India Astha Banerjee Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Must have enriched experience in Private wealth, Acquisition, Investment products, Structured products, Private banking group. Deepening relationship with the clients. Must have own Self built AUM. Must have good communication skills. Required Candidate profileMust have enriched experience in Private wealth, Acquisition, Investment products, Structured...

  • AVP/VP - Airline Sales

    2 weeks ago

    Indore, India Kimirica Hunter International Full time

    Role OverviewThe AVP/VP Sales - Airlines will lead the airline vertical, driving business growth, revenue, and partnerships with global and domestic carriers. The role will also closely collaborate with Product Development and Design teams to create innovative, customer-centric inflight products that align with evolving airline requirements and passenger...

  • AVP/VP - Airline Sales

    2 weeks ago

    Indore, India Kimirica Hunter International Full time

    Role OverviewThe AVP/VP Sales - Airlines will lead the airline vertical, driving business growth, revenue, and partnerships with global and domestic carriers. The role will also closely collaborate with Product Development and Design teams to create innovative, customer-centric inflight products that align with evolving airline requirements and passenger...

  • AVP/VP - Airline Sales

    2 weeks ago

    Indore, India Kimirica Hunter International Full time

    Role OverviewThe AVP/VP Sales - Airlines will lead the airline vertical, driving business growth, revenue, and partnerships with global and domestic carriers. The role will also closely collaborate with Product Development and Design teams to create innovative, customer-centric inflight products that align with evolving airline requirements and passenger...