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SVP/VP/ AVP/ Relationship Manager/ Private Bankers - Wealth Management

SVP/VP/ AVP/ Relationship Manager/ Private Bankers - Wealth Management

QuickTurtle

7 - 11 years

75 - 80 Lacs

ahmedabad

Posted:2 weeks ago| Platform:

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Skills Required

relationship manager nbfc c loans investment advisory networking banker relationship management financial products pms portfolio management wealth management financial planning mutual funds rm

Work Mode

Work from Office

Job Type

Full Time

Job Description

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

Keywords SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Management, Relationship Manager- Burgundy RM, Exclusive RMs, Pioneer, Preferred Relationship, Insignia RMs, Imperia RMs, NBFC, Stockbroking, Portfolio Management, PMS, Mutual Funds, AIF, Structured Products.

Mandatory Key Skills Wealth Management , Relationship Management, Investment Advisory, Portfolio Management, Selling of financial products - Mutual Funds (MF), PMS, AIF, Equity, Financial Planning, Stock Broking,

Graduate / MBA
Minimum 7 Years of experience,
Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity ,
Existing Relationship Manager - Wealth Management/ Pvt Banker,
Having AUM of Min Rs. 50 Cr

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SVP/VP/ AVP/ Relationship Manager/ Private Bankers - Wealth Management