70 Aum Jobs

Client- Wealth Relationship Manager - SM/ AVP- NBFC Firm We are looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue . Experience Required: 7- 15 years in handling HNI / wealth customers from Banks/NBFC firms with good experience in handling Wealth Management, Financial Planning & Investment Advisory. Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc Interested applicants can apply or WhatsApp profiles to 7305390183

Client- Wealth Relationship Manager - SM/ AVP- NBFC Firm We are looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue . Experience Required: 7- 15 years in handling HNI / wealth customers from Banks/NBFC firms with good experience in handling Wealth Management, Financial Planning & Investment Advisory. Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc Interested applicants can apply or WhatsApp profiles to 7305390183

Role & responsibilities Two Posts. One each Pune and Chennai based. Reporting to Senior General Manager Export. Degree in Electrical Engineering with 12 years experience in International Marketing of Electrical Equipment/ Capital goods. Sound knowledge of international bidding, Quotation preparation, offer submission. Excellent oral and written communication skill, presentation skill, analytical. Should have experience in day to day correspondence with international customers for techno-commercial matters, prequalification process. Responsible for market development, enquiry generation, Budget achievement, Payment collection. Must be willing for extensive international traveling. Must be aware of incoterms, EXIM procedures, export incentive schemes. Knowledge of foreign language will be an added advantage. Preferred candidate profile

Key Responsibilities : Client Relationship Management : Build, manage, and deepen long-term relationships with HNW/UHNW individuals, family offices, or institutional investors. Act as the single point of contact for equity-related needs, offering investment advice tailored to client goals and risk profiles. Conduct regular portfolio reviews and ensure consistent client engagement and satisfaction. Equity Advisory & Sales : Offer advisory and execution services in listed equities , IPOs , structured equity products , and equity derivatives . Work closely with research, trading desks, and investment strategists to deliver value-added insights and trade ideas. Drive equity revenue through proactive product pitching, cross-selling, and tactical trading strategies. Market Intelligence : Keep abreast of equity market trends, sector performance, macroeconomic developments, and regulatory changes. Provide clients with real-time market updates and timely investment ideas backed by strong fundamentals or technical triggers. Compliance & Risk : Ensure full compliance with internal policies, KYC/AML requirements, and regulatory guidelines. Maintain high standards of ethics, conduct, and professionalism in all client dealings. Accurately document client interactions and investment decisions in line with internal audit and risk frameworks. Collaboration & Leadership : Collaborate with internal teams including product specialists, compliance, legal, and operations to deliver seamless client experiences. Mentor junior team members and contribute to the development of the broader equities business. Experience Required : 10+ years of experience in relationship management, equities advisory, or institutional equity sales , preferably with a private bank, wealth manager, or brokerage firm . Proven track record of AUM growth, revenue generation, and client retention . Strong expertise in equity markets , including global equities, Indian equities, ETFs, IPOs, equity-linked products, and derivatives . Sound understanding of portfolio management , risk assessment, and client profiling. Strong relationships with HNW/UHNW clients or institutional investors is highly desirable. Certifications like NISM VA/VIII , CFP , CFA , or CMT will be advantageous. Key Skills : Excellent interpersonal and communication skills Strong investment acumen and analytical ability Goal-oriented with a sales-driven mindset High ethical standards and regulatory awareness Familiarity with CRM tools, trading platforms, and equity research

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Ahmedabad location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion . Regards Pushpa Jaiswar Human Resource Anandrathi Group

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Bangalore location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion . Regards Pushpa Jaiswar Human Resource Anandrathi Group

Urgently looking for Preferred RM Head across locations Responsibilities: Will be responsible: 1. For offering financial advisory services to new and existing HNI / UHNI clientele with special emphasis on MF, SP, Bonds and PMS (targeted client segment with investible surplus of Rs.1.0 cr. and above). 2. For New Client Acquisition and maintaining healthy relationships with the existing clientele (part of self and team responsibilities). 3. For Recruitment, Training, Mentoring and retention of Team members. 4. To grow clientele AUM consistently from the new and existing clients. 5. To generate revenues to be able to earn handsome incentives for Self contributions and for the team members. Requirements: 1. Experienced professionals of more than 10 years, with relevant experience of Wealth management advisory services. 2. Post Graduate from any discipline is a must. 3. Stability of minimum 3-4 years in the current and previous assignments. If Interested , please share profile on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion. Regards Pushpa Jaiswar Corporate HR ANANDRATHI Group

Dear Candidate, Urgent opening with leading bank for Private wealth role. CTC : Upto 25 LPA Location : Mumbai Role: - Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. - Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. - Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. - Ensure client Contact ability at all times through regular connect with them in weekly/ monthly calls. - Resolves client queries for the managed book within the specified TAT - Ensures high levels of customer service orientation and application of bank policy - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and events for prospective and existing clients - Maintains complete relationship record for assigned customer accounts - Endure adherence to all bank and regulatory Processes at all times. Job Requirement: - Aptitude to deliver high quality customer service by using organization and interpersonal skills. - NISM/IRDA/AMFI if any can be strongly preferred. - Fluent in communication skills, presentable and a quick grasping power. - Decision making skills with good sense of ownership-understanding the client requirements - Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. - Banking/NBFC will be preferred with good portfolio management. - Experience: minimum 7-8 years of experience in relationship and portfolio management. - Graduation Qualification in any stream/ MBA preferred Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

KKR is a leading global investment firm that offers alternative asset management, capital markets, and insurance solutions. The company aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit, and real assets, and has strategic partners that manage hedge funds. The insurance subsidiaries of KKR offer retirement, life, and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries,

\ We are looking out for Dynamic Wealth Management Professional ,as below : Company Profile : The flagship financial services company, that caters to the diverse needs of retail, corporate and institutional customers across businesses. Position : VP - Associate VP - Wealth Purpose : Manage Private Wealth of more than 100 cr. Location : Pune Job Requirements Strong client UHNI network and relationships Exceptional communication skills Ability to think Big High on integrity Passionate, Ambitious & perseverant, Entrepreneurial mindset Relationship management skills, Collaborative approach and a team player Experience : 5+ years of experience into Private wealth management. Education : Graduate with MBA from Premier B schools Job Responsibilities : Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities Candidates possessing required exposure may please share their CV on smartopening@gmail.com along with following summary : Exposure to Private Wealth Management AUM Managed Present Salary (CTC) Expected Salary (CTC) Notice Period Birth Date & Age Regards Sawant 8355998309 Please share the mail with your colleague, friend, having required exposure & looking out for change.

As a Middle Office professional in the Leveraged Credit Operations team at KKR's Gurugram office, you will play a crucial role in supporting a variety of activities within the CLO Operations team. Your primary focus will be on CLO Trustee Reporting and assisting in Trustee Relationship Management, with additional responsibilities including Asset Maintenance, Daily Trade Activity, and MIS. This role will offer you the opportunity to collaborate with colleagues from various KKR offices globally, including Dublin, San Francisco, London, and New York. Your key responsibilities will include providing end-to-end support for the reporting process, pre-emptive break resolution, reporting MIS with exception reporting, FundRec management, Top of the Waterfall reconciliation, Cure Calculation mechanics, quarterly financial support, audit query support, cash oversight, and assisting in daily par and cash oversight. You will also be involved in tasks such as Management Fee, AUM, and Coupon metrics, rebate calculations, and reviewing daily exception reporting, along with providing ad-hoc support to team members when required. To excel in this role, you should have 2-4 years of relevant experience and demonstrate a keen interest in the financial market and investment products. Your ability to work proactively, adapt to a fast-paced environment, and communicate effectively will be essential. Strong analytical skills, proficiency in MS Excel, and prior knowledge of CLO operations and related tools such as Advent Geneva and Allvue BMS Everest will be advantageous. Additionally, a mindset focused on process improvement and an interest in leveraging AI for team scalability will be beneficial. Joining KKR's Gurugram office will provide you with the opportunity to contribute to the growth and transformation of the organization while upholding its global culture of teamwork and innovation. If you are looking to further your career in Middle Office operations and thrive in a dynamic and collaborative environment, this role could be the perfect fit for you.,

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies and ensuring exceptional client satisfaction. Key Responsibilities: Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other products launched from time to time. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow, & Revenue from the mapped book. Contributing Responsibilities: Acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are conducted per day within your assigned territory.

What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies and ensuring exceptional client satisfaction. Key Responsibilities: Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other products launched from time to time. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow, & Revenue from the mapped book. Contributing Responsibilities: Acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are conducted per day within your assigned territory.

What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies and ensuring exceptional client satisfaction. Key Responsibilities: Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other products launched from time to time. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow, & Revenue from the mapped book. Contributing Responsibilities: Acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are conducted per day within your assigned territory.

What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies and ensuring exceptional client satisfaction. Key Responsibilities: Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other products launched from time to time. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow, & Revenue from the mapped book. Contributing Responsibilities: Acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are conducted per day within your assigned territory.

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@yahoo.com

Roles & Responsibilities - Build and nurture relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), Family Offices, and Corporates. - Introduce and recommend financial products across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). - Deliver personalized investment solutions aligned with clients' financial goals and risk appetite. - Drive Asset Under Management (AUM) growth, net sales, and market share expansion. - Develop and implement strategies to maximize client retention and acquisition.

What will you do As an Investment Relationship Manager, you'll be instrumental in growing our investment portfolio by acquiring new clients and deepening relationships with existing ones. Your primary focus will be on increasing our assets under management (AUM) and systematic investment plan (SIP) book through direct client engagement and excellent service. Key Responsibilities: Direct Responsibilities: Acquire new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Add overall AUM by gathering assets from existing and new clients. Increase the basket of clients having AUM. Contributing Responsibilities: Achieve the business target assigned to the branch in terms of assets (AUM) and SIP book. Acquire, enhance, & upgrade client relationships. Ensure the highest level of service to the clients. Preferred Candidate Profile: Good communication and interpersonal skills. Self-motivated and a go-getter attitude. Strong ability to build and maintain customer relationships.

What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies and ensuring exceptional client satisfaction. Key Responsibilities: Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other products launched from time to time. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow, & Revenue from the mapped book. Contributing Responsibilities: Acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are conducted per day within your assigned territory.

QuickTurtle is seeking a dynamic Regional Head to lead our Stock Broking & Investment Products business within the B2B Franchisee channel. This leadership role is crucial for driving AUM and revenue growth, building strong relationships with our partners, and leading a high-performing regional sales team. Key Responsibilities Achieve given Assets Under Management (AUM) and Revenue targets for your designated region. Mentor, monitor, and drive the regional sales team to achieve sales numbers through Partner Alliances including IFA (Independent Financial Advisor), Franchisee, and Remisier Channels . You'll engage and influence them to sell a comprehensive range of products: Mutual Funds (MF) Portfolio Management Services (PMS) Private Equity (PE) Alternative Investment Funds (AIF) Unlisted Shares Equity Advisory Products Insurance Direct Equity Bonds Conduct seminars for Franchisees and their clients on various investment products to enhance their knowledge and sales capabilities. Maintain strong relationships with the existing network of Partner Alliances Franchisees & IFAs. Recruit potential new IFAs and Franchisees to expand our B2B network. Manage, recruit, and drive the regional sales team to meet their efforts and performance targets. Ensure the highest servicing standards for IFAs and Franchisees in areas such as sales support, query resolution, product training, and client seminars. Conduct thorough training for Partners on all our products, across Direct Equity and Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bonds, Fixed Deposits, etc., collaborating with the product and training teams.

QuickTurtle is seeking a dynamic Regional Head to lead our Stock Broking & Investment Products business within the B2B Franchisee channel. This leadership role is crucial for driving AUM and revenue growth, building strong relationships with our partners, and leading a high-performing regional sales team. Key Responsibilities Achieve given Assets Under Management (AUM) and Revenue targets for your designated region. Mentor, monitor, and drive the regional sales team to achieve sales numbers through Partner Alliances including IFA (Independent Financial Advisor), Franchisee, and Remisier Channels . You'll engage and influence them to sell a comprehensive range of products: Mutual Funds (MF) Portfolio Management Services (PMS) Private Equity (PE) Alternative Investment Funds (AIF) Unlisted Shares Equity Advisory Products Insurance Direct Equity Bonds Conduct seminars for Franchisees and their clients on various investment products to enhance their knowledge and sales capabilities. Maintain strong relationships with the existing network of Partner Alliances Franchisees & IFAs. Recruit potential new IFAs and Franchisees to expand our B2B network. Manage, recruit, and drive the regional sales team to meet their efforts and performance targets. Ensure the highest servicing standards for IFAs and Franchisees in areas such as sales support, query resolution, product training, and client seminars. Conduct thorough training for Partners on all our products, across Direct Equity and Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bonds, Fixed Deposits, etc., collaborating with the product and training teams.

QuickTurtle is seeking a dynamic Regional Head to lead our Stock Broking & Investment Products business within the B2B Franchisee channel. This leadership role is crucial for driving AUM and revenue growth, building strong relationships with our partners, and leading a high-performing regional sales team. Key Responsibilities Achieve given Assets Under Management (AUM) and Revenue targets for your designated region. Mentor, monitor, and drive the regional sales team to achieve sales numbers through Partner Alliances including IFA (Independent Financial Advisor), Franchisee, and Remisier Channels . You'll engage and influence them to sell a comprehensive range of products: Mutual Funds (MF) Portfolio Management Services (PMS) Private Equity (PE) Alternative Investment Funds (AIF) Unlisted Shares Equity Advisory Products Insurance Direct Equity Bonds Conduct seminars for Franchisees and their clients on various investment products to enhance their knowledge and sales capabilities. Maintain strong relationships with the existing network of Partner Alliances Franchisees & IFAs. Recruit potential new IFAs and Franchisees to expand our B2B network. Manage, recruit, and drive the regional sales team to meet their efforts and performance targets. Ensure the highest servicing standards for IFAs and Franchisees in areas such as sales support, query resolution, product training, and client seminars. Conduct thorough training for Partners on all our products, across Direct Equity and Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bonds, Fixed Deposits, etc., collaborating with the product and training teams.

QuickTurtle is seeking a dynamic Regional Head to lead our Stock Broking & Investment Products business within the B2B Franchisee channel. This leadership role is crucial for driving AUM and revenue growth, building strong relationships with our partners, and leading a high-performing regional sales team. Key Responsibilities Achieve given Assets Under Management (AUM) and Revenue targets for your designated region. Mentor, monitor, and drive the regional sales team to achieve sales numbers through Partner Alliances including IFA (Independent Financial Advisor), Franchisee, and Remisier Channels . You'll engage and influence them to sell a comprehensive range of products: Mutual Funds (MF) Portfolio Management Services (PMS) Private Equity (PE) Alternative Investment Funds (AIF) Unlisted Shares Equity Advisory Products Insurance Direct Equity Bonds Conduct seminars for Franchisees and their clients on various investment products to enhance their knowledge and sales capabilities. Maintain strong relationships with the existing network of Partner Alliances Franchisees & IFAs. Recruit potential new IFAs and Franchisees to expand our B2B network. Manage, recruit, and drive the regional sales team to meet their efforts and performance targets. Ensure the highest servicing standards for IFAs and Franchisees in areas such as sales support, query resolution, product training, and client seminars. Conduct thorough training for Partners on all our products, across Direct Equity and Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bonds, Fixed Deposits, etc., collaborating with the product and training teams.