Job highlights

- 7+ years experience with Mutual Fund, PMS, AIF, Stock Broking, Equity; Existing Relationship Manager or Private Banker with minimum AUM

- Acquire, deepen, and retain HNI/UHNI clients; promote MF, PMS, AIF, Equity Broking; build AUM; provide market insights and financial advice

Experience

- Minimum 7 years of experience.

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

- Existing Relationship Manager - Wealth Management/ Pvt Banker.

- Having AUM of Min Cr.

Responsibilities

- Acquiring, Deepening and Retaining HNI / UHNI clients.

- Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.

- 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 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 Manager - Private Bankers (Chandigarh)
🏢 Quick Turtle
📍 Chandigarh