QUQuick Turtle
Sr RM/RM Investment Products
Mumbai ₹5-8 LPA Posted 9 Jul 2025
FULL TIME
Market Research
Portfolio Management
investment strategies
Financial Analysis
Risk Management
Job Description
- Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products
- Meet the required AUM, investor acquisition and AUM targets for given area.
- Ensure the timely delivery of customized wealth advise to HNI customers
- Periodic review of clients portfolio to ensure that they are in line with clients investment objectives
- Joint calls with branch team