Job highlights

- Experience in HNI/UHNI portfolio management with deep knowledge of capital markets and financial products including equity, debt, loans, PMS, AIF

- Manage and grow HNI/UHNI portfolios, promote mutual funds, PMS, AIF, equity, build AUM, maintain client relationships, and provide market insights

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 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.

📌 Wealth RM (Mumbai)
🏢 Quick Turtle
📍 Mumbai