Wealth Manager

Wealth Manager

QuickTurtle is looking for a seasoned Wealth Manager to cater to the comprehensive financial needs of our High Net Worth (HNI) clients. If you have a proven track record in relationship management within banking or NBFCs, expertise across diverse financial products, and exceptional client interaction skills, we invite you to join our team.

Key Responsibilities

• Address the comprehensive financial needs of HNI clients, encompassing Personal Banking, Business Banking, Wealth Management, and Insurance.
• Achieve set targets in terms of product mix, ensuring a balanced and diversified portfolio for clients.
• Provide 360-degree coverage of client needs across their personal and business banking/financial requirements.
• Undertake a robust Relationship Management profile, involving actively acquiring new HNI customer relationships, growing existing ones, and deepening client engagement.
• Focus intently on the analysis and satisfaction of HNI Customers financial, banking, investment, and business needs and objectives.
• Deliver professional customer service to achieve a high percentage of customer wallet share and satisfaction, ultimately leading to strong client retention and growth.
• Manage the client portfolio strategically to de-risk against attrition and ensure the stability of the book.
• Manage key performance indicators at the highest level, consistently striving for excellence.
• Manage customer transitions with utmost sensitivity, ensuring a smooth and supportive experience.
• Ensure ongoing compliance with all relevant policies and procedures.
• Report any suspicious transactions immediately to the supervising officer.

Experience & Skills

• 5 to 8 years of job experience working with a Bank or NBFC as a Relationship Manager (e.g., in Pioneer, Burgundy, Priority, Insignia, Wealth Management, or Private Banker roles).
• In-depth knowledge of diverse financial products, including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Structured Products, Banking & NRI Products, Business Banking, Personal Banking, and Investments.
• Proven experience in field sales and direct client interaction.
• Great communication skills, coupled with proficiency in the local language, are essential for effective client engagement.