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
2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.
3) Networking and cultivating a positive relationship with the clients.
4) Knowledge of - Equity and Debt based products , Loans
5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products
6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients.
7) Build AUM and client base as per the target defined by the company.
8) 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 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 Managers,private Banker Wealth Management Delhi (India)
🏢 Quick Turtle
📍 India