Job highlights

- Minimum 5 years experience in HNI/UHNI portfolio management with expertise in Mutual Funds, PMS, AIF, Equity, and existing Relationship Manager with AUM of minimum crores

- Generate revenue by promoting financial products, build and deepen client relationships, manage and grow AUM, provide market insights and advisory

Job Summary

HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention).

Responsibilities

- 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 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.

Requirements

- Minimum 5 Years of experience

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

- Existing Relationship Manager - Wealth Management/ Pvt Banker

- Having AUM of Min Cr onward

Key Skills

- HNI/UHNI Portfolio Management

- Mutual Funds / PMS / AIF / Equity

- Relationship Management

- Wealth Management

- Capital Markets Knowledge

- Selling Skills

- Networking

- AUM Growth

- Debt-based Products Knowledge

📌 Wealth RM (Thane)
🏢 Quick Turtle
📍 Thane