04 Oct
|
Quick Turtle
|
Mumbai
04 Oct
Quick Turtle
Mumbai
Job Summary
Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM.
Acquiring, Deepening and Retaining HNI / UHNI clients
Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm.
Responsibilities
- Prospect current client relationships by engaging in multiple activities like referrals, social networking, utilizing social platforms, attending conferences, and even cold calling high quality databases.
- 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.
- 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.
- Send news and market related inputs & reports to the clients.
📌 SVP/VP/ AVP / Relationship Managers - PWM/Private Bankers (Mumbai)
🏢 Quick Turtle
📍 Mumbai