1) Aim to build current AUM as well as expand & deepen existing relationships to enhance the overall AUM.

2) Acquiring, Deepening and Retaining HNI / UHNI clients

3) Generate Revenue by promoting MF- Mutual Funds, PMS Porfolio Management Services, AIF- Alternate Investment Firm.

4) Prospect new client relationships by engaging in multiple activities like referrals, social networking, utilizing social platforms, attending conferences, and even cold calling high quality databases.

5) Cross-sell products and services to both new as well as existing clients as per their lifestyle needs, risk requirements while keeping in mind their overall financial objectives.

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

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

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

Skills / experience

1)Minimum 5 to 12Years 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. 75 Cr.

📌 SVP / VP / AVP / Relationship Managers - Private Wealth Managers (Mumbai)
🏢 Quick Turtle
📍 Mumbai