Responsibilities

- 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.

- Prospect new 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 current 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.

Experience

- Minimum 5 to 12 Years of experience

- Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity

- Existing Relationship Manager - Wealth Management/ Pvt Banker

- Having AUM of Min Cr

📌 SVP/VP/ AVP / Relationship Manager - PWM/Private Banker (Mumbai)
🏢 Quick Turtle
📍 Mumbai