QUQuick Turtle
Partners / Preferred Wealth RMs
Mumbai ₹5-7 LPA Posted 9 Jul 2025
FULL TIME
Portfolio Analysis
Wealth Management
investment strategies
Financial Planning
Client Acquisition
Job Description
- HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention).
- Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity.
- Networking and cultivating a good 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.
- Minimum 7 Years of experience
- Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity
- Existing Relationship Manager - Wealth Management/ Pvt Banker