Average salary: Rs180,250 /yearly
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- ...QuickTurtle is seeking experienced and driven SVP/VP/AVP/Relationship Managers for our Private Client Group (PCG) Advisory team. In this role... ...segments. Cross-sell Third Party Products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment...Mutual Fund
- ...Trading on behalf of the clients Building relationships with clients & educating them about Investments Client Acquisition as per targets... ...a must. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) Stock Market knowledge is mandatory....Mutual Fund
- ...viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market...Mutual Fund
- ...train distributors - Organize and run recruitment events for distributors - Continued training and motivating the team to drive ULIP business - Attend joint field work and help the distributors whenever needed - No need for IRDA or Mutual Fund exam. Direct empanel...Mutual Fund
- ...clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity... ...daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5)...Mutual Fund
- 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products ,...Mutual Fund
- ...own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing... ...of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the...Mutual Fund
- ...across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer... .../ Wealth Management/ Pvt Banker . Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business...Mutual FundLocal areaImmediate start
- ...suitable products from the array of financial products – Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct... ...towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance...Mutual Fund
- ...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...Mutual Fund
- ...SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers... ...comprehensive range of wealth management products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment...Mutual Fund
- ...Role & Responsibilities: As an NR (Non-Resident) Relationship Manager , you will be responsible for managing and growing relationships with... ...of banking and financial products such as fixed deposits, mutual funds, insurance, and forex services. Collaborate with product...Mutual Fund
- ...advising Ultra HNI clients, fostering strong relationships with our B2B partners, and driving... ...Options (Equity, Currency, Commodity), managing large customer portfolios with a book... ...advising them on suitable products like Mutual Funds, PMS (Portfolio Management Services), IAP...Mutual Fund
- ...QuickTurtle is seeking highly experienced and dynamic SVP/VP/AVP/Relationship Managers to join our Private Banker/Wealth Management team. This... ...promoting and selling a range of products, including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment...Mutual Fund
- ...Equity, F&O- Equity/ Currency/ Commodity . Managing large customers with book size of 25lacs... ...by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing... ...vertical of Stock Broking firm. Existing Relationship Manager Team Leaders. Experts in the...Mutual Fund
- ...time We are seeking a dynamic and client-focused Wealth Relationship Manager to join our high-performing wealth advisory team. The ideal... ...strong expertise in managing HNI clients, PMS, AIF, and mutual fund products. This role requires a blend of financial acumen, strategic...Mutual FundFull timeWeekday work
- ...We are looking for a proactive and digitally savvy Virtual Relationship Manager to manage and grow relationships with partners and distributors... ..., and promoting services such as wealth management , mutual funds , insurance , and investment consulting . You will also...Mutual FundFull timeWeekday work
- As a Relationship Manager, you would be expected to partner with agents and generate business through... ...for respective channels. Circulates fund updates and product-related information... ...Applicant Students In-depth knowledge of Mutual Funds Mandatory NISM V-A...Mutual FundFlexible hours
- ...looking for a highly motivated and customer-focused Virtual Relationship Manager (VRM) to join our dynamic investment sales team. This is a... ...Cross-sell a suite of investment and wealth products including mutual funds, bonds, tax-saving instruments, and insurance solutions....Mutual FundFull timeRemote jobWeekday work
- Job Description: Relationship Manager Job description: • New client acquisition, building new relationships and increasing depth in existing... ...options. • Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. • Achieving targets as assigned by...Mutual FundImmediate start