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

3 weeks 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.

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