SVP/VP/ AVP / Relationship Managers , Private Bankers

SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management

QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers and Private Bankers to join our Wealth Management team. In these critical roles, you'll be responsible for acquiring, deepening, and retaining HNI/UHNI client relationships, driving revenue through diverse wealth products, and providing expert financial advice.

Key Responsibilities

• Acquire, deepen, and retain High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients, building long-lasting relationships based on trust and exceptional service.
• Generate significant revenue by effectively promoting and cross-selling a comprehensive range of wealth management products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking.
• Network strategically and cultivate strong, enduring relationships with clients to understand their financial goals and preferences.
• Utilize exceptional selling skills, soft skills, and deep product knowledge to effectively communicate value propositions and address client needs.
• Possess a deep understanding of capital markets and all financial products, enabling you to provide precise and timely advice to clients.
• Build Assets Under Management (AUM) and expand the client base in alignment with targets defined by the company.
• Regularly send relevant news, market-related inputs, and insightful reports to clients, keeping them informed and engaged.

What We're Looking For

• Proven experience in acquiring, deepening, and retaining HNI/UHNI client relationships in wealth management.
• Extensive knowledge of equity and debt-based products, including Mutual Funds, PMS, AIF, and Equity Broking.
• Familiarity with loan products is a plus.
• Exceptional selling, communication, and interpersonal skills.
• A strong grasp of capital markets and financial products to provide sound advice.
• A results-driven mindset with a track record of building AUM and client base.