16 Oct
|
Quick Turtle
|
Chandigarh
16 Oct
Quick Turtle
Chandigarh
Experience
- Minimum 7 years of experience.
- Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity.
- Existing Relationship Manager - Wealth Management/ Pvt Banker.
- Having AUM of Min Cr.
Responsibilities
- Acquiring, Deepening and Retaining HNI / UHNI clients.
- Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.
- Networking and cultivating a positive 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.
📌 SVP/VP/ AVP / Relationship Manager - Private Bankers (Chandigarh)
🏢 Quick Turtle
📍 Chandigarh