SVP/ VP/ AVP/ Relationship Manager - Private Banker/ Wealth Management

QuickTurtle is seeking highly experienced and dynamic SVP/VP/AVP/Relationship Managers to join our Private Banker/Wealth Management team. This role is crucial for acquiring, deepening, and retaining relationships with High Net Worth (HNI) and Ultra HNI clients by offering expert advice and a comprehensive suite of financial products.

Key Responsibilities

• Acquiring, deepening, and retaining relationships with HNI and UHNI clients.
• Generating revenue by effectively promoting and selling a range of products, including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking.
• Networking and cultivating strong relationships with clients to understand their financial needs and objectives.
• Applying deep knowledge of capital markets and all financial products to provide sound investment advice.
• Building Assets Under Management (AUM) and expanding the client base as per company-defined targets.
• Sending relevant news, market-related inputs, and reports to clients to keep them informed.

Skills

• Exceptional Selling Skills and strong Soft Skills.
• In-depth knowledge of Equity and Debt-based products, and Loans.
• Deep knowledge of capital markets and all financial products for accurate advice.
• Proficiency in Wealth Management, Relationship Management, Investment Advisory, and Portfolio Management.
• Expertise in selling financial products such as Mutual Funds (MF), PMS, AIF, and Equity.
• Strong foundation in Financial Planning and Stock Broking.

Qualifications

• Experience: Minimum of 7 years of experience in wealth management or private banking.
• Current Role: Must be an existing Relationship Manager – Wealth Management/Private Banker.
• Product Knowledge: Comprehensive knowledge of Mutual Funds, PMS, AIF, Stock Broking, Equity, and related financial instruments.
• AUM: Proven track record with an existing AUM of a minimum of ₹50 Cr.
• Relevant Designations (Preferred): Experience as a Burgundy RM, Exclusive RM, Pioneer, Preferred Relationship Manager, Insignia RM, Imperia RM within Banking/NBFC/Stockbroking sectors, or similar roles focused on Portfolio Management, PMS, Mutual Funds, AIF, and Structured Products.