Area Manager- Investment Products

Area Manager - Investment Products

QuickTurtle is seeking a driven Area Manager - Investment Products to lead and inspire a team of Wealth Managers. If you have extensive experience in wealth management, a proven track record in leading sales teams, and expertise across a broad range of investment products, we invite you to drive our growth in serving mass affluent and HNI clients.

Key Responsibilities

• Drive a team of Wealth Managers to effectively cater to the investment needs of mass affluent clients. This involves recommending a diverse suite of products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products.
• Meet required Assets Under Management (AUM) and investor acquisition targets for your assigned area, contributing both through team efforts and personal contributions.
• Ensure the timely delivery of customized wealth advice to HNI (High Net Worth) customers, maintaining our high standards of service.
• Conduct periodic reviews of clients portfolios to ensure they remain aligned with their investment objectives and risk profiles.
• Conduct periodic trainings on products and processes for your team, ensuring they are well-equipped and up-to-date with market offerings and best practices.
• Engage in joint calls with Relationship Managers/Team to support sales efforts, provide mentorship, and foster client relationships.

Candidate Profile

• Experience: 5+ years in sales/wealth management, with significant experience in handling HNI clients.
• Team Handling Experience: Proven experience in managing and leading a team is required.