Job Summary

Position involves HNI / UHNI portfolio management (acquiring, enhancing, deepening and retention) and building AUM and client base, with a focus on revenue generation through Mutual Funds (MF), PMS, AIF, and Equity.

Responsibilities
HNI / UHNI portfolio management (acquiring, enhancing, deepening and retention).
Generate revenue by promoting Mutual Funds (MF), PMS, AIF, Equity.
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 markets and all financial products, so as to tender right advice 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 Funds (MF), PMS, AIF, Stock broking, Equity.
Existing Relationship Manager - Wealth Management/ Pvt Banker.
Having AUM of Min Cr onward.

📌 Wealth Rm Mumbai
🏢 Quick Turtle
📍 Mumbai