Job Summary

Exp - 1) Minimum 7 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 Cr

Responsibilities

- 1. Acquiring, Deepening and Retaining HNI / UHNI clients

- 1. Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.

- 1. Networking and cultivating a positive relationship with the clients.

- 1. Knowledge of - Equity and Debt based products , Loans

- 1. Exceptional Selling Skills, Soft Skills, and Knowledge of Products

- 1. Deep knowledge of capital market and all financial products, so as to tender right advices to the clients.

- 1. Build AUM and client base as per the target defined by the company.

- 1. Send news and market related inputs & reports to the clients.

Requirements

- Experience: Minimum 7 Years

- Knowledge of Mutual Fund, PMS, AIF,



Stock Broking, and Equity

- Existing Relationship Manager - Wealth Management/ Pvt Banker

- Having AUM of Min Cr

Key Skills

- Acquiring, Deepening and Retaining HNI / UHNI clients

- Revenue generation by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.

- Networking and cultivating a good 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 Managers,Private Banker - Wealth Management (Delhi)
🏢 Quick Turtle
📍 Delhi