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.

WAM-Business Analyst-Senior

Branch Manager

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

Onboarding Project Lead Wealth Management