QUQuick Turtle
Private Bankers - Wealth / PCG - Broking
Coimbatore ₹4-12 LPA Posted 9 Jul 2025
FULL TIME
Market Research
Portfolio Management
Risk Assessment
investment strategies
Client Relationship
+1 more
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