101 Investment Products jobs in India

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The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management

Main Accountabilities

Qualifications & Experience

• Minimum Degree: Postgraduate/ Graduate in any discipline.
• Minimum Experience 3-6 years of Experience

Leadership Competencies:

• Ownership
• Speed
• Passion
• Boundaryless Behaviour
• Meritocracy
• Customer Focus
• Tech Quotient
• Cost Consciousness
• Adaptive
• Empathetic
• Collaborative
• Analytical
• Compliance
• Resilient

Client Acquisition and Relationship Management:

• Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products.
• Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.
• Profiling Customers and providing financial products to meet customer needs.
• Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs.
• To Enhance & Retain customer profitability by capturing a larger share of Wallet.
• Ensure profitability of the portfolio: Generate high Income per Customer.
• Acquire new customers who meet product criteria through cross-referral.
• Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.
• Actively network and seek referrals to expand the client base and contribute to business growth targets.

Marketing and Business Development:

• Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
• This role is to acquire B2C or B2B clientele & build a portfolio thereon.
• Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients.
• Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients.

Financial and Product Expertise:

• Ensure profitability of the portfolio: Generate high Income per Customer.
• Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.

2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions.

3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances.

4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention.

5) Developing and implementing strategic plans and initiatives to grow the business with key accounts.

6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.

7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.

Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts

QuickTurtle is seeking a driven Area Manager - Investment Products to lead and inspire a team of Wealth Managers. If you have extensive experience in wealth management, a proven track record in leading sales teams, and expertise across a broad range of investment products, we invite you to drive our growth in serving mass affluent and HNI clients.

• Drive a team of Wealth Managers to effectively cater to the investment needs of mass affluent clients. This involves recommending a diverse suite of products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products.
• Meet required Assets Under Management (AUM) and investor acquisition targets for your assigned area, contributing both through team efforts and personal contributions.
• Ensure the timely delivery of customized wealth advice to HNI (High Net Worth) customers, maintaining our high standards of service.
• Conduct periodic reviews of clients' portfolios to ensure they remain aligned with their investment objectives and risk profiles.
• Conduct periodic trainings on products and processes for your team, ensuring they are well-equipped and up-to-date with market offerings and best practices.
• Engage in joint calls with Relationship Managers/Team to support sales efforts, provide mentorship, and foster client relationships.

• Experience: 5+ years in sales/wealth management, with significant experience in handling HNI clients.
• Team Handling Experience: Proven experience in managing and leading a team is required.

Roles and Responsibilities:

• Drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products
• Through team and self contribution meet the required AUM, investor acquisition and AUM targets for given area.
• Ensure the timely delivery of customized wealth advise to HNI customers
• Periodic review of clients portfolio to ensure that they are in line with clients investment objectives
• Conduct periodic trainings on products and process for the team
• Joint calls with Relationship Managers/Team

Candidate Profile

• 5+ Years in sales/wealth management of handling the HNI clients.
• Team handling experience: Needed,
• Preferred industry back ground: Wealth Management, Banking, Investment Counselling

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products

2. Meet the required AUM, investor acquisition and AUM targets for given area.

3. Ensure the timely delivery of customized wealth advise to HNI customers

4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives

5. Joint calls with branch team

Location- Surat, Ahmedabad, Varanasi, Chandigarh, Mumbai, Chennai, Hyderabad, Bengaluru, Kolkata, Delhi

1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients.

2). Team handling experience: Needed,

3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling

• Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products
• Meet the required AUM, investor acquisition and AUM targets for given area.
• Ensure the timely delivery of customized wealth advise to HNI customers
• Periodic review of clients portfolio to ensure that they are in line with clients investment objectives
• Joint calls with branch team

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products

2. Meet the required AUM, investor acquisition and AUM targets for given area.

3. Ensure the timely delivery of customized wealth advise to HNI customers

4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives

5. Joint calls with branch team

Location- Surat, Ahmedabad, Varanasi, Chandigarh, Mumbai, Chennai, Hyderabad, Bengaluru, Kolkata, Delhi

1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients.

2). Team handling experience: Needed,

3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products

2. Meet the required AUM, investor acquisition and AUM targets for given area.

3. Ensure the timely delivery of customized wealth advise to HNI customers

4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives

5. Joint calls with branch team

Location- Surat, Ahmedabad, Varanasi, Chandigarh, Mumbai, Chennai, Hyderabad, Bengaluru, Kolkata, Delhi

1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients.

2). Team handling experience: Needed,

3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling

• Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products
• Meet the required AUM, investor acquisition and AUM targets for given area.
• Ensure the timely delivery of customized wealth advise to HNI customers
• Periodic review of clients portfolio to ensure that they are in line with clients investment objectives
• Joint calls with branch team