Job highlights

- Minimum 7 years of experience.

- Generate Revenue by promoting MF- Mutual Funds,PMS - Porfolio Management Services,AIF- Alternate Investment Firm,Equity Broking. . Networking and cultivating a good relationship with the clients.

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.

Requirements

- 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

📌 SVP/VP/ AVP / Relationship Managers , Private Bankers (Ahmedabad)
🏢 Quick Turtle
📍 Ahmedabad