Sr RM/RM Investment Products
Early Applicant
Quick Apply
- Posted a month ago
- Be among the first 10 applicants
Job Description
What are we looking for
Quick Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This role is focused on catering to the sophisticated investment needs of mass affluent clients, providing tailored wealth advice, and achieving significant asset under management (AUM) and investor acquisition targets.
Key Responsibilities:
- Cater to the investment needs of mass affluent clients by recommending products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products.
- Meet the required AUM, investor acquisition, and AUM targets for your assigned area.
- Ensure the timely delivery of customized wealth advice to HNI customers.
- Conduct periodic reviews of clients portfolios to ensure they are in line with clients investment objectives.
- Conduct joint calls with the branch team to foster collaboration and client engagement
More Info
Date Posted: 09/07/2025
Job ID: 121276171
Report Job
About Company
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.
Last Updated: 09-07-2025 10:00:26 AM
