Wealth Relationship Manager (Mumbai)

Wealth Relationship Manager (Mumbai)

21 Aug
|
Quick Turtle
|
Mumbai

21 Aug

Quick Turtle

Mumbai

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 valuable 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 5 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. 20 Cr onward.

📌 Wealth Relationship Manager (Mumbai)
🏢 Quick Turtle
📍 Mumbai

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