Wealth Relationship Manager

Quick Turtle; Navi Mumbai; On-site; INR 1,800,000 - 3,600,000; Full time

Job summary

Quick Turtle in Navi Mumbai seeks an experienced Wealth Management Relationship Manager to acquire, enhance and retain high-net-worth clients. You will promote mutual funds, PMS, AIF and stock broking, building a robust AUM while delivering tailored, strategic advice.

The role requires deep capital markets knowledge, exceptional selling and soft skills, and networking with clients to translate market insights into actionable investment ideas.

Qualifications

• Minimum 5 years of experience in wealth management or private banking.
• Knowledge of Mutual Funds, PMS, AIF, stock broking, and equity products.
• Deep knowledge of capital markets to advise clients appropriately.

Responsibilities

• HNI/UHNI portfolio management, acquisition, enhancement, deepening and retention.
• Generate revenue by promoting MF, PMS, AIF, and Equity products.
• Build AUM and client base as per company targets.
• Networking and cultivating strong client relationships.
• Send market updates and insights to clients.

Skills

Relationship management

Wealth management

Sales skills

Client networking

Job description

• HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention).
• Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity.
• Networking and cultivating a good relationship with the clients.
• Knowledge of Equity and Debt based products , Loans
• Exceptional Selling Skills, Soft Skills, and Knowledge of Products
• Deep knowledge of capital market and all financial products, so as to tender right advices to the clients.
• Build AUM and client base as per the target defined by the company.
• Send news and market related inputs & reports to the clients.

Skills / Experience

• Minimum 5 Years of experience
• Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity
• Existing Relationship Manager - Wealth Management/ Pvt Banker
• Having AUM of Min Rs. 20 Cr onward.