Sr RM/RM Investment Products

4 - 9 years

4 - 9 Lacs

Posted:2 weeks ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

What are we looking for

Quick Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This role is focused on catering to the sophisticated investment needs of mass affluent clients, providing tailored wealth advice, and achieving significant asset under management (AUM) and investor acquisition targets.

Key Responsibilities:

  • Cater to the investment needs of

    mass affluent clients

    by recommending products such as

    Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products.

  • Meet the required

    AUM, investor acquisition, and AUM targets

    for your assigned area.
  • Ensure the timely delivery of customized

    wealth advice to HNI customers

    .
  • Conduct periodic reviews of clients portfolios to ensure they are in line with clients investment objectives.
  • Conduct joint calls with the branch team to foster collaboration and client engagement

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