SVP/VP/ AVP - Kolkata, Hyderabad / Secunderabad, Telangana, Mumbai - confidential

    confidential
    confidential Kolkata, Hyderabad / Secunderabad, Telangana, Mumbai

    12 hours ago

    Full time
    Description

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

    QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers and Private Bankers to join our Wealth Management team. In these critical roles, you'll be responsible for acquiring, deepening, and retaining HNI/UHNI client relationships, driving revenue through diverse wealth products, and providing expert financial advice.

    Key Responsibilities

    • Acquire, deepen, and retain High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients, building long-lasting relationships based on trust and exceptional service.
    • Generate significant revenue by effectively promoting and cross-selling a comprehensive range of wealth management products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking.
    • Network strategically and cultivate strong, enduring relationships with clients to understand their financial goals and preferences.
    • Utilize exceptional selling skills, soft skills, and deep product knowledge to effectively communicate value propositions and address client needs.
    • Possess a deep understanding of capital markets and all financial products, enabling you to provide precise and timely advice to clients.
    • Build Assets Under Management (AUM) and expand the client base in alignment with targets defined by the company.
    • Regularly send relevant news, market-related inputs, and insightful reports to clients, keeping them informed and engaged.

    What We're Looking For

    • Proven experience in acquiring, deepening, and retaining HNI/UHNI client relationships in wealth management.
    • Extensive knowledge of equity and debt-based products, including Mutual Funds, PMS, AIF, and Equity Broking.
    • Familiarity with loan products is a plus.
    • Exceptional selling, communication, and interpersonal skills.
    • A strong grasp of capital markets and financial products to provide sound advice.
    • A results-driven mindset with a track record of building AUM and client base.
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