Wealth RM

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)...

Job Description Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc.Job Role -Providing financial solutions for high net worth clients.Monitor financial market trends to ensure that client...

Roles and Responsibilities Relevant product experience, Good communication skills. If someone with a good wealth experience, RM who has very good knowledge on Investment and Insurance can be considered too. Can also explore AMC(Asset management company) staff, From the mutual fund houses in these locations. They have the right knowledge and skill set for an...

Job Description 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of...

Job Description Role & Responsibilities: - Manage banking and investment relationships, driving overall growth of liabilities and investment business from branch and retail customers. - Develop, manage, and expand customer relationships by providing service levels that exceed client expectations in the most important customer segments. - Identify current and...

Job 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...

Job Description - Account ManagerAn account manager (AM) role is to support the RM in maintaining and building the RM wealth managementbusiness.Role:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 4 step...

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 clients portfolio...

Vice President,Team Lead Treausres Private Client, Consumer Banking Group-(WD78191)Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of...

Description:Job Title: Investment Counsellor | AVPFunction: BFSI, Investments & TradingExperience: 8 - 12 YearsLocation: HyderabadRole Summary:The Investment Counsellor | AVP is a senior individual contributor responsible for providing expert, customized investment advice and portfolio management services to High Net Worth (HNI) and Ultra High Net Worth...