Jobs

Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Guru AI insights for smarter career decisions

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Home

Jobs

Companies

Resume

Home
>
Jobs in Varanasi
>
QuickTurtle
>
Sr RM / RM Investment Products

Sr RM / RM Investment Products

QuickTurtle

2 - 6 years

4 - 9 Lacs

Varanasi, Ahmedabad, Surat

Posted:4 weeks ago| Platform:

Apply

Skills Required

Wealth Management Direct Equity Bonds PMS MF Unlisted Shares Equity Advisory Product SP AIF

Work Mode

Work from Office

Job Type

Full Time

Job Description

1. 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 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location- Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad, Bengaluru, Kolkata,Delhi 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling

More Jobs at QuickTurtle

Investment Specialist

Chennai, Ahmedabad, Surat

5 - 8 yrs

INR 6 - 8 Lacs

VP/ AVP/ Manager , PCG (Pvt. Client Group) Advisory

Chennai, Ahmedabad, Surat

5 - 10 yrs

INR 8 - 15 Lacs

Relationship Managers Acquisition- Demat cum Trading Accounts

Mumbai, Ahmedabad, Surat

2 - 3 yrs

INR 4 - 6 Lacs

Relationship Managers Acquisition- Demat cum Trading Accounts

Mumbai, Ahmedabad, Surat

2 - 3 yrs

INR 4 - 6 Lacs

Wealth Manager

Navi Mumbai, Mumbai, Thane

5 - 8 yrs

INR 8 - 10 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Wealth Management Interview Now

QuickTurtle

www.quickturtle.in

Education Administration Programs

Austin

2-10 Employees

286 Jobs

Key People

John Doe

CEO
Jane Smith

CTO
Emily Johnson

Marketing Director

Login to

Please Verify Your Phone or Email

Confirm Action

Search

Profile

Bookmarks

Sr RM / RM Investment Products

Experience & Salary

Skills Required

Work Mode

Job Type

Job Description

More Jobs at QuickTurtle

Mock Interview

RecommendedJobs for You

Sr RM / RM Investment Products

Sr RM / RM Investment Products

Investment Counsellor / Investment Advisor

SVP / VP / AVP / Relationship Managers , Private Bankers

Manager/ Equity Dealer/ Senior PCG Dealer / HNI / Equity Advisor

Sr RM/RM Investment Products

SVP/VP/ AVP / Relationship Managers , Private Bankers

Cluster Manager - Stock Broking & Investment Products

SVP/VP/ AVP / Relationship Managers, Private Bankers

Cluster Manager - Stock Broking & Investment Products

Login to

Please Verify Your Phone or Email

Confirm Action

Contact Us

Contact Us

Search

Profile

Bookmarks

Personal Settings

Sr RM / RM Investment Products

Experience & Salary

Skills Required

Work Mode

Job Type

Job Description

More Jobs at QuickTurtle