SVP/VP/ AVP

2 weeks ago


Pune, Maharashtra, India QuickTurtle Full time

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management

  • Acquiring, Deepening and Retaining HNI / UHNI clients
  • Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.
  • Networking and cultivating a good relationship with the clients.
  • Knowledge of - Equity and Debt based products , Loans
  • Exceptional Selling Skills, Soft Skills, and Knowledge of Products
  • Deep knowledge of capital market and all financial products, so as to tender right advices to the clients.
  • Build AUM and client base as per the target defined by the company.
  • Send news and market related inputs & reports to the clients.

Mandatory Key Skills

  • Wealth Management , Relationship Management, Investment Advisory, Portfolio Management, Selling of financial products - Mutual Funds (MF), PMS, AIF, Equity, Financial Planning, Stock Broking


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