Co - Founder & Partner at Quick Turtle
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Manager - Relationship Management - BFSI (7-10 yrs)
Quick Turtle has the mandate to source credible personnel for one of the Top Financial institutions of India, having Pan India Presence.
Apply & Please Recommend this vacancy to other credible professionals.
1) Candidates from Banking/Broking industry, having their own client base, with min. AUM of 40 Cr to 200 CR +
2) Client Acquisition (Including HNI Clients): through networking, database, market intelligence, and references from existing clients.
3) Promote - MF, Insurance, Broking, FD, Bonds, PMS, FD, Demat, and Wealth Mgmt. Services
4) Cross Sell revenue through Financial Planning.
5) Induct new clients to the Central Dealing Desk for smooth interaction and services.
6) Conduct activities for Client Acquisition and Financial Planning.
7) To activate trading accounts of clients,
8) Stock Broking, Wealth Management, Banks, Financial Services
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