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.

SVP/VP/ AVP / Relationship Managers , Private Bankers