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1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products.
2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired.
3) Dissemination of product recommendations messages to allocated client
4) Effective handling of client queries.
5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients.
6) Constant efforts on direct databases for activation reactivation retention of clients.
7)Candidates with Min 5-8 Yrs having deep knowledge of MF, PMS and other Equity product. Preferably should be from Wealth Management background.
BFM MCOM MBA Finance or equivalent , with NISM 5A & 8 certification
QuickTurtle Technologies has been formed with the intention of providing solutions and services in the Healthcare/Legal BPO/KPO sector. Headquartered in the educational hub of Pune, India, where there is an abundance of well-qualified talent to choose from, QuickTurtle Technologies is well placed to take advantage of this opportunity and provide great quality service to its clients. We take great pride in our team of experienced and talented people who form the backbone of our company. Through the hard work and dedication of our team of professionals, we are able to provide timely, reliable, and accurate service to our clients. Equipped with state-of-the-art infrastructure and facilities, our team is conditioned to provide the best possible solutions to all of our clients’ needs.
Job ID: 121182999
