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

Quick Turtle; Mumbai; On-site; INR 5,000,000 - 9,000,000; Full time

Job summary

Quick Turtle seeks an experienced Wealth Manager to drive AUM growth by acquiring and deepening relationships with HNI/UHNI clients in Mumbai. The role focuses on promoting mutual funds, PMS and AIF, while delivering tailored investment strategies.

The candidate should have 5–12 years of experience in wealth management with proven ability to manage AUM of Rs 75 Cr and above, offering strong sales, product knowledge and client servicing.

Qualifications

• Minimum 5 to 12 years of experience in wealth management or related field.
• Knowledge of Mutual Funds, PMS, AIF, Stock Broking, Equity.
• Existing Relationship Manager in Wealth Management/Pvt Banker role.
• Having AUM of minimum Rs 75 Cr.

Responsibilities

• Aim to build new AUM and expand & deepen existing relationships.
• Acquire, deepen and retain HNI/UHNI clients.
• Generate revenue by promoting MF, PMS, AIF products.
• Prospect new clients through referrals, networking, conferences, and targeted outreach.
• Cross-sell products and services aligned with clients’ financial objectives.
• Demonstrate exceptional selling and soft skills with deep product knowledge.
• Provide right advice by leveraging capital market insights.
• Send market news and reports to clients.

Skills

Relationship management

Sales skills

Product knowledge

Capital markets knowledge

Job description

• 1) Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM.
• 2) Acquiring, Deepening and Retaining HNI / UHNI clients
• 3) Generate Revenue by promoting MF- Mutual Funds, PMS Porfolio Management Services, AIF- Alternate Investment Firm.
• 4) Prospect new client relationships by engaging in multiple activities like referrals, social networking, utilizing social platforms, attending conferences, and even cold calling high quality databases.
• 5) Cross-sell products and services to both new as well as existing clients as per their lifestyle needs, risk requirements while keeping in mind their overall financial objectives.
• 6) Exceptional Selling Skills, Soft Skills, and Knowledge of Products
• 7) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients.
• 8) Send news and market related inputs & reports to the clients.

Skills / experience

• 1) Minimum 5 to 12Years 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. 75 Cr.