3977 Portfolio Management Jobs - Page 47

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product & Research central team, he will act as a bridge and knowledge centre for all Product Research communications. 9) To ensure that requisite product & customer engagement trainings are imparted in various branches in conjunction with the HR dept (L&D), 10) To supervise and ensure compliance of all critical transaction sale of Mutual Funds, AIF, PMS, 11) To ensure adequate documentation of all transactions and coordinate with various stakeholders for smooth operations. 12) To share regular performance dashboards with the RHs ZH.

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product & Research central team, he will act as a bridge and knowledge centre for all Product Research communications. 9) To ensure that requisite product & customer engagement trainings are imparted in various branches in conjunction with the HR dept (L&D), 10) To supervise and ensure compliance of all critical transaction sale of Mutual Funds, AIF, PMS, 11) To ensure adequate documentation of all transactions and coordinate with various stakeholders for smooth operations. 12) To share regular performance dashboards with the RHs ZH.

The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts

The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer.

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer.

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer.

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer.

1) Responsible for Handling NRI HNI Clients 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients. Skills Experience: 1) 3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Stock Broking) , 2) NISM Series - VIII (Equity derivatives).

1) Responsible for Handling NRI HNI Clients 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients. Skills Experience: 1) 3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Stock Broking) , 2) NISM Series - VIII (Equity derivatives).

1) Responsible for Handling NRI HNI Clients 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients. Skills Experience: 1) 3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Stock Broking) , 2) NISM Series - VIII (Equity derivatives).

1) Responsible for Handling NRI HNI Clients 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients. Skills Experience: 1) 3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Stock Broking) , 2) NISM Series - VIII (Equity derivatives).

1) Responsible for Handling NRI HNI Clients 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients. Skills Experience: 1) 3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Stock Broking) , 2) NISM Series - VIII (Equity derivatives).

Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodity . Managing large customers with book size of 25lacs & above. Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis. Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity. Candidate Profile Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. Existing Relationship Manager Team Leaders. Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies.

Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodity . Managing large customers with book size of 25lacs & above. Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis. Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity. Candidate Profile Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. Existing Relationship Manager Team Leaders. Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies.

Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodity . Managing large customers with book size of 25lacs & above. Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis. Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity. Candidate Profile Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. Existing Relationship Manager Team Leaders. Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies.

Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodity . Managing large customers with book size of 25lacs & above. Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis. Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity. Candidate Profile Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. Existing Relationship Manager Team Leaders. Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies.

Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodity . Managing large customers with book size of 25lacs & above. Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis. Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity. Candidate Profile Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. Existing Relationship Manager Team Leaders. Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies.

QuickTurtle is seeking a dynamic Regional Head to lead our Stock Broking & Investment Products business within the B2B Franchisee channel. This leadership role is crucial for driving AUM and revenue growth, building strong relationships with our partners, and leading a high-performing regional sales team. Key Responsibilities Achieve given Assets Under Management (AUM) and Revenue targets for your designated region. Mentor, monitor, and drive the regional sales team to achieve sales numbers through Partner Alliances including IFA (Independent Financial Advisor), Franchisee, and Remisier Channels . You'll engage and influence them to sell a comprehensive range of products: Mutual Funds (MF) Portfolio Management Services (PMS) Private Equity (PE) Alternative Investment Funds (AIF) Unlisted Shares Equity Advisory Products Insurance Direct Equity Bonds Conduct seminars for Franchisees and their clients on various investment products to enhance their knowledge and sales capabilities. Maintain strong relationships with the existing network of Partner Alliances Franchisees & IFAs. Recruit potential new IFAs and Franchisees to expand our B2B network. Manage, recruit, and drive the regional sales team to meet their efforts and performance targets. Ensure the highest servicing standards for IFAs and Franchisees in areas such as sales support, query resolution, product training, and client seminars. Conduct thorough training for Partners on all our products, across Direct Equity and Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bonds, Fixed Deposits, etc., collaborating with the product and training teams.

QuickTurtle is seeking a dynamic Regional Head to lead our Stock Broking & Investment Products business within the B2B Franchisee channel. This leadership role is crucial for driving AUM and revenue growth, building strong relationships with our partners, and leading a high-performing regional sales team. Key Responsibilities Achieve given Assets Under Management (AUM) and Revenue targets for your designated region. Mentor, monitor, and drive the regional sales team to achieve sales numbers through Partner Alliances including IFA (Independent Financial Advisor), Franchisee, and Remisier Channels . You'll engage and influence them to sell a comprehensive range of products: Mutual Funds (MF) Portfolio Management Services (PMS) Private Equity (PE) Alternative Investment Funds (AIF) Unlisted Shares Equity Advisory Products Insurance Direct Equity Bonds Conduct seminars for Franchisees and their clients on various investment products to enhance their knowledge and sales capabilities. Maintain strong relationships with the existing network of Partner Alliances Franchisees & IFAs. Recruit potential new IFAs and Franchisees to expand our B2B network. Manage, recruit, and drive the regional sales team to meet their efforts and performance targets. Ensure the highest servicing standards for IFAs and Franchisees in areas such as sales support, query resolution, product training, and client seminars. Conduct thorough training for Partners on all our products, across Direct Equity and Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bonds, Fixed Deposits, etc., collaborating with the product and training teams.

QuickTurtle is seeking a dynamic Regional Head to lead our Stock Broking & Investment Products business within the B2B Franchisee channel. This leadership role is crucial for driving AUM and revenue growth, building strong relationships with our partners, and leading a high-performing regional sales team. Key Responsibilities Achieve given Assets Under Management (AUM) and Revenue targets for your designated region. Mentor, monitor, and drive the regional sales team to achieve sales numbers through Partner Alliances including IFA (Independent Financial Advisor), Franchisee, and Remisier Channels . You'll engage and influence them to sell a comprehensive range of products: Mutual Funds (MF) Portfolio Management Services (PMS) Private Equity (PE) Alternative Investment Funds (AIF) Unlisted Shares Equity Advisory Products Insurance Direct Equity Bonds Conduct seminars for Franchisees and their clients on various investment products to enhance their knowledge and sales capabilities. Maintain strong relationships with the existing network of Partner Alliances Franchisees & IFAs. Recruit potential new IFAs and Franchisees to expand our B2B network. Manage, recruit, and drive the regional sales team to meet their efforts and performance targets. Ensure the highest servicing standards for IFAs and Franchisees in areas such as sales support, query resolution, product training, and client seminars. Conduct thorough training for Partners on all our products, across Direct Equity and Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bonds, Fixed Deposits, etc., collaborating with the product and training teams.

QuickTurtle is seeking a dynamic Regional Head to lead our Stock Broking & Investment Products business within the B2B Franchisee channel. This leadership role is crucial for driving AUM and revenue growth, building strong relationships with our partners, and leading a high-performing regional sales team. Key Responsibilities Achieve given Assets Under Management (AUM) and Revenue targets for your designated region. Mentor, monitor, and drive the regional sales team to achieve sales numbers through Partner Alliances including IFA (Independent Financial Advisor), Franchisee, and Remisier Channels . You'll engage and influence them to sell a comprehensive range of products: Mutual Funds (MF) Portfolio Management Services (PMS) Private Equity (PE) Alternative Investment Funds (AIF) Unlisted Shares Equity Advisory Products Insurance Direct Equity Bonds Conduct seminars for Franchisees and their clients on various investment products to enhance their knowledge and sales capabilities. Maintain strong relationships with the existing network of Partner Alliances Franchisees & IFAs. Recruit potential new IFAs and Franchisees to expand our B2B network. Manage, recruit, and drive the regional sales team to meet their efforts and performance targets. Ensure the highest servicing standards for IFAs and Franchisees in areas such as sales support, query resolution, product training, and client seminars. Conduct thorough training for Partners on all our products, across Direct Equity and Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bonds, Fixed Deposits, etc., collaborating with the product and training teams.

QuickTurtle is seeking a dynamic Regional Head to lead our Stock Broking & Investment Products business within the B2B Franchisee channel. This leadership role is crucial for driving AUM and revenue growth, building strong relationships with our partners, and leading a high-performing regional sales team. Key Responsibilities Achieve given Assets Under Management (AUM) and Revenue targets for your designated region. Mentor, monitor, and drive the regional sales team to achieve sales numbers through Partner Alliances including IFA (Independent Financial Advisor), Franchisee, and Remisier Channels . You'll engage and influence them to sell a comprehensive range of products: Mutual Funds (MF) Portfolio Management Services (PMS) Private Equity (PE) Alternative Investment Funds (AIF) Unlisted Shares Equity Advisory Products Insurance Direct Equity Bonds Conduct seminars for Franchisees and their clients on various investment products to enhance their knowledge and sales capabilities. Maintain strong relationships with the existing network of Partner Alliances Franchisees & IFAs. Recruit potential new IFAs and Franchisees to expand our B2B network. Manage, recruit, and drive the regional sales team to meet their efforts and performance targets. Ensure the highest servicing standards for IFAs and Franchisees in areas such as sales support, query resolution, product training, and client seminars. Conduct thorough training for Partners on all our products, across Direct Equity and Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bonds, Fixed Deposits, etc., collaborating with the product and training teams.

QuickTurtle is seeking experienced and driven SVP/VP/AVP/Relationship Managers for our Private Client Group (PCG) Advisory team. In this role, you will be responsible for acquiring, managing, and advising Ultra High Net Worth (UHNI) and High Net Worth (HNI) clients, driving revenue across a diverse range of investment products, and ensuring unparalleled client satisfaction. Key Responsibilities Acquire and manage UHNI/HNI clients for the Private Client Group (PCG), focusing on clients with a book size of ?25 Lacs and above. Advise UHNI/HNI clients on Equity, Derivatives, Currency, and Commodity Markets, actively generating revenue from these segments. Cross-sell Third Party Products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and Insurance. Handle client queries and complaints efficiently, ensuring resolution within the stipulated Turnaround Time (TAT). Apply deep market understanding and advanced strategies to effectively increase client book size and revenue. Profile clients thoroughly by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios. Monitor and enhance the advising skills of Advisors (if applicable to the specific role level) through call tracking, weekly targets, meetings, and conference calls. Coordinate effectively with Third Party Product Manufacturers and all relevant internal and external stakeholders to ensure seamless service delivery. Candidate Profile Education: Graduate or Post-Graduate degree. Product Knowledge: Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segments. Familiarity with Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and all related financial products. Market Expertise: Should have an in-depth understanding of micro and macro-economic factors, with expertise in stock, sector, and overall market dynamics (both Global & Domestic).

QuickTurtle is seeking experienced and driven SVP/VP/AVP/Relationship Managers for our Private Client Group (PCG) Advisory team. In this role, you will be responsible for acquiring, managing, and advising Ultra High Net Worth (UHNI) and High Net Worth (HNI) clients, driving revenue across a diverse range of investment products, and ensuring unparalleled client satisfaction. Key Responsibilities Acquire and manage UHNI/HNI clients for the Private Client Group (PCG), focusing on clients with a book size of ?25 Lacs and above. Advise UHNI/HNI clients on Equity, Derivatives, Currency, and Commodity Markets, actively generating revenue from these segments. Cross-sell Third Party Products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and Insurance. Handle client queries and complaints efficiently, ensuring resolution within the stipulated Turnaround Time (TAT). Apply deep market understanding and advanced strategies to effectively increase client book size and revenue. Profile clients thoroughly by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios. Monitor and enhance the advising skills of Advisors (if applicable to the specific role level) through call tracking, weekly targets, meetings, and conference calls. Coordinate effectively with Third Party Product Manufacturers and all relevant internal and external stakeholders to ensure seamless service delivery. Candidate Profile Education: Graduate or Post-Graduate degree. Product Knowledge: Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segments. Familiarity with Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and all related financial products. Market Expertise: Should have an in-depth understanding of micro and macro-economic factors, with expertise in stock, sector, and overall market dynamics (both Global & Domestic).