Job highlights

- Minimum 5 years experience with expertise in Mutual Funds, PMS, AIF, Equity and existing Wealth Management or Private Banking RM with AUM of minimum crores

- Manage HNI/UHNI portfolios, generate revenue through MF, PMS, AIF, Equity, build AUM and client base, provide market insights and maintain client relationships

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 valuable 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