Sr RM/RM Investment Products

Quick Turtle

Hyderabad, Chennai, Bengaluru

1-2 Years

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Posted 4 hours ago
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Job Description

Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products
Meet the required AUM, investor acquisition and AUM targets for given area.
Ensure the timely delivery of customized wealth advise to HNI customers
Periodic review of clients portfolio to ensure that they are in line with clients investment objectives
Joint calls with branch team

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: 121241787

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