Wealth Manager

QuickTurtle is looking for a seasoned Wealth Manager to cater to the comprehensive financial needs of our High Net Worth (HNI) clients. If you have a proven track record in relationship management within banking or NBFCs, expertise across diverse financial products, and exceptional client interaction skills, we invite you to join our team.

Key Responsibilities

Address the comprehensive financial needs of HNI clients, encompassing Personal Banking, Business Banking, Wealth Management, and Insurance.
Achieve set targets in terms of product mix, ensuring a balanced and diversified portfolio for clients.
Provide 360-degree coverage of client needs across their personal and business banking/financial requirements.
Undertake a robust Relationship Management profile, involving actively acquiring new HNI customer relationships, growing existing ones, and deepening client engagement.
Focus intently on the analysis and satisfaction of HNI Customers financial, banking, investment, and business needs and objectives.
Deliver professional customer service to achieve a high percentage of customer wallet share and satisfaction, ultimately leading to strong client retention and growth.
Manage the client portfolio strategically to de-risk against attrition and ensure the stability of the book.
Manage key performance indicators at the highest level, consistently striving for excellence.
Manage customer transitions with utmost sensitivity, ensuring a smooth and supportive experience.
Ensure ongoing compliance with all relevant policies and procedures.
Report any suspicious transactions immediately to the supervising officer.

Experience & Skills

5 to 8 years of job experience working with a Bank or NBFC as a Relationship Manager (e.g., in Pioneer, Burgundy, Priority, Insignia, Wealth Management, or Private Banker roles).
In-depth knowledge of diverse financial products, including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Structured Products, Banking & NRI Products, Business Banking, Personal Banking, and Investments.
Proven experience in field sales and direct client interaction.
Great communication skills, coupled with proficiency in the local language, are essential for effective client engagement.

RB-LS: Business Development Associate

Required-SM/ADM/BM For No-1 Life Insurance comp

Process Delivery Specialist-Risk & Compliance

Relationship Manager - NRI

AML Analyst

Territory Manager

Wealth Manager