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Relationship Manager - HNI Sales, Stock Broking & Investments

Quick Turtle
Coimbatore, Pune, Cochin / Kochi / Ernakulam
3-5 Years
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Job Description

  • Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships
  • Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF
  • Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice.
  • Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
  • The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
  • Maintaining client relationships and generate AUM from HNI UHNI clients.
  • Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.
  • To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
  • To coordinate with product and research team for taking investment decision for the clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities.

More Info

Job Type:
Permanent Job
Industry:
Outsourcing
Role:
Business Development Executive
Function:
Sales/Business Development
Employment Type:
Full time
Open to candidates from:
Indian

About Company

Quick Turtle

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: 121260397

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Last Updated: 23-10-2025 06:16:38 AM
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