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SVP/VP/ AVP / Relationship Managers ,Private Bankers-Wealth Management

SVP/VP/ AVP / Relationship Managers ,Private Bankers-Wealth Management

QuickTurtle

7 - 9 years

15 - 30 Lacs

Kolkata Mumbai Hyderabad

Posted:1 month ago| Platform:

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Wealth Management Stock Broking Portfolio Management Mutual Funds Relationship Management PMS Equity Financial Planning Investment Advisory AIF

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Job Type

Full Time

Job Description

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 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 , Loans5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products6) 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, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr _ Location - Mumbai, Kolkata,Hyderabad, Ahmedabad, Trivendrum , Kochi, Bangalore, Chennai, Vadodra, Delhi, NCR, Chandigarh, Coimbatore, Pune, Jaipur, Indore

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QuickTurtle

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SVP/VP/ AVP / Relationship Managers ,Private Bankers-Wealth Management