15 Oct
|
Quick Turtle
|
Mumbai
15 Oct
Quick Turtle
Mumbai
Responsibilities
- HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention).
- Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity.
- Networking and cultivating a valuable relationship with the clients.
- Knowledge of - Equity and Debt based products , Loans
- 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.
- Build AUM and client base as per the target defined by the company.
- Send news and market related inputs & reports to the clients.
Requirements
- Minimum 5 Years of experience
- Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity
- Existing Relationship Manager - Wealth Management/ Pvt Banker
- Having AUM of Min Cr onward
📌 Wealth RM (Mumbai)
🏢 Quick Turtle
📍 Mumbai