544 Structured Products Jobs - Page 7

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

1) 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. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5)...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large custo...

SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large custo...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large custo...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

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 ag...

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 ag...

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 again...

1) 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. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5)...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of M...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of M...

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 ag...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

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 ag...

Role & responsibilities Manage and grow a portfolio of HNI & UHNI clients , providing tailored wealth management solutions. Advise clients on equity investments, structured products, mutual funds, and other financial instruments . Build trusted client relationships by understanding financial goals, risk appetite, and investment needs. Collaborate with product specialists and research teams to deliver holistic financial strategies. Drive AUM growth , client acquisition, and revenue generation through proactive advisory. Preferred candidate profile 5 - 12 years of experience in Private Banking / Wealth Management with a strong focus on equities . Proven track record of client relationship mana...

Role Responsibilities Support client in monitoring and tracking the performance of a portfolio of RMBS / ABS securities Monitor new issuances in RMBS / ABS Track and understand industry dynamics and regulatory trends Track country and macroeconomic risk Work on RMBS/ABS Performance Models – historical and conducting peer comparisons Assist the client in the preparation of publishable credit reports Build and maintain relationship with the Client Candidate Profile Should be proficient in MS Excel. Experience working on large data sets would be a plus Working knowledge of Bloomberg and Intex is expected Experience with SQL and VBA would be a plus Should possess at least a basic understanding o...

Support client in monitoring and tracking the performance of a portfolio of RMBS / ABS securities Monitor new issuances in RMBS / ABS Track and understand industry dynamics and regulatory trends Track country and macroeconomic risk Work on RMBS/ABS Performance Models – historical and conducting peer comparisons Assist the client in the preparation of publishable credit reports Build and maintain relationship with the Client Should be proficient in MS Excel. Experience working on large data sets would be a plus Working knowledge of Bloomberg and Intex is expected Experience with SQL and VBA would be a plus Should possess at least a basic understanding of accounting and economics Ability to ta...

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 Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

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 busin...

Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and a...