Job Summary

Aim to build recent 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 recent 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 recent 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 (India)
🏢 Quick Turtle
📍 India