1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS

Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.

3) Networking and cultivating a positive relationship with the clients.

4) Knowledge of Equity and Debt based products , Loans

5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products

6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients.

7) Build AUM and client base as per the target defined by the company.

8) Send news and market related inputs & reports to the clients.

Skills / Experience

1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr.

Location - Mumbai, Kolkata,Hyderabad, Ahmedabad, Trivendrum , Kochi, Bangalore, Chennai, Vadodra, Delhi, NCR, Chandigarh, Coimbatore, Pune, Jaipur, Indore

📌 SVP/VP/ AVP (Mumbai)
🏢 Quick Turtle
📍 Mumbai