Product Officer – HNI Banking

1 week ago

Mumbai, India DOHA BANK Full time

Role Objective

Product Officer- HNI shall be primarily responsible for developing various products and proposition for the high net-worth individual segment. The HNI proposition would cover liabilities (SA and Deposits), mortgages and third-party proposition. The emphasis would be for resident and non- resident customers covering the entire spectrum and variants under the liability and asset proposition. Familiarity with Non-Resident Indian product proposition would also be required.


The role shall require developing an end-to-end solution and entire policies and procedures for launch of any product. The role shall also be responsible for driving revenue stream through sale of products in India and overseas markets and develop strategies for maximum build ups.


The incumbent would also be required to augment the existing liabilities products and proposition and introduce new variants/features through partnerships and in-house development. Coordinating with partners and sales team for sale of third-party products like Mutual Funds, Insurance and Wealth Management.


The role is quite vast and covers the entire gamut of retail banking (including asset and liabilities) proposition that is expected to be driven by the job profile. The product manager shall be responsible for developing products under guidance from Head-HNI Banking and in line with local/global requirements. The role shall involve a review of the existing product and making changes as per regulatory guidelines and market requirements. Solutions provided to the customer should be within the policy and prescribed security and credit controls.


Role and Responsibilities

  • Develop and drive the HNI Banking proposition covering liabilities, mortgages and managing third party relationships.
  • Drive NRI proposition in the HNI segment for overseas branches
  • Engage with overseas locations for maximizing business and volumes through new product developments and review the existing.
  • Responsible for implementing innovative strategies by a detailed analysis of market opportunities, customer segmentation, competition analysis in line with overall business objectives and customer requirements.
  • Develop system-based solutions through direct banking channels.
  • Works closely with the Department Head for review of products launched and to be launched and work on the cost and profitability budgets.
  • Develop entire end to end process for new product launch and review and make process for existing product lines.
  • Work in close coordination with Operations team, IT, Front office team on developing proposition including testing the proposition before a launch.
  • Ensure a complete engagement with RMs, ROs and Overseas Teams on a regular basis. Track performance on business objectives & drive intervention strategies for achievement of objectives.
  • Work in close coordination with Department Head and other units in case of innovative product launch as per customer requirement. Tie-up with other divisions, external companies to bundle assets proposition.


Education, Experience and Skills Required

  • University degree with 5 – 8 years of related experience with a minimum of 3 years in a similar position, MBA or professional qualification viz. CA, ICWAI, CFA, CS preferred.
  • Should be well versed with regulatory guidelines (RBI/IBA and related regulators).
  • Knowledge of NRI proposition is a must and would prefer some experience in the NRI team with a reputed bank.
  • Needs to have good understanding of broad spectrum of Liabilities and Assets
  • Candidate must have fair knowledge of third-party products to drive alliance relationships and grow the business.
  • Candidate must be willing and capable of working as an individual contributor developing proposition with an understanding of the markets.
  • Good interpersonal skills, communication skills both written and oral and a pleasing personality.
  • Should be well versed with basic computer skills.

  • Product Officer – HNI Banking

    7 days ago

    Mumbai, India DOHA BANK Full time

    Role ObjectiveProduct Officer- HNI shall be primarily responsible for developing various products and proposition for the high net-worth individual segment. The HNI proposition would cover liabilities (SA and Deposits), mortgages and third-party proposition. The emphasis would be for resident and non- resident customers covering the entire spectrum and...

  • Product Officer – HNI Banking

    1 week ago

    mumbai, India DOHA BANK Full time

    Role Objective Product Officer- HNI shall be primarily responsible for developing various products and proposition for the high net-worth individual segment. The HNI proposition would cover liabilities (SA and Deposits), mortgages and third-party proposition. The emphasis would be for resident and non- resident customers covering the entire spectrum and...

  • Relationship Manager – HNI Banking

    7 days ago

    Mumbai, India DOHA BANK Full time

    Role ObjectiveResponsible for sales of Consumer Banking products like SA, fixed deposits, Home Loans and cross sell of third-party products like Insurance, Mutual Funds etcTarget segment would be Resident and NRI customers in the HNI category and not mass market customersResponsible for client acquisition and deepening and ensure a smooth on-boarding...

  • Relationship Manager – HNI Banking

    7 days ago

    Mumbai, Maharashtra, India DOHA BANK Full time

    Role ObjectiveResponsible for sales of Consumer Banking products like SA, fixed deposits, Home Loans and cross sell of third-party products like Insurance, Mutual Funds etc Target segment would be Resident and NRI customers in the HNI category and not mass market customersResponsible for client acquisition and deepening and ensure a smooth on-boarding...

  • Relationship Manager – HNI Banking

    1 week ago

    Mumbai, India DOHA BANK Full time

    Role ObjectiveResponsible for sales of Consumer Banking products like SA, fixed deposits, Home Loans and cross sell of third-party products like Insurance, Mutual Funds etc Target segment would be Resident and NRI customers in the HNI category and not mass market customersResponsible for client acquisition and deepening and ensure a smooth on-boarding...

  • Relationship Manager – HNI Banking

    1 week ago

    mumbai, India DOHA BANK Full time

    Role Objective Responsible for sales of Consumer Banking products like SA, fixed deposits, Home Loans and cross sell of third-party products like Insurance, Mutual Funds etc Target segment would be Resident and NRI customers in the HNI category and not mass market customers Responsible for client acquisition and deepening and ensure a smooth on-boarding...

  • Hiring for Bank

    3 weeks ago

    Mumbai, India Skillventory Full time

    **Hiring For Bank : Private Banking Group(HNI) : Mumbai **&** Bangalore**: - From 5 to 8 year(s) of experience - ₹ Not Disclosed by Recruiter - Mumbai, Bangalore/Bengaluruor **Roles and Responsibilities** Identify customer needs and provide them with right financial planning assistance and - asset allocation with the help of our Investment Advisory...

  • Hiring for Bank

    2 weeks ago

    Mumbai, India Skillventory Full time

    **Hiring For Bank : Private Banking Group(HNI) : Mumbai **&** Bangalore**: - From 5 to 8 year(s) of experience - ₹ Not Disclosed by Recruiter - Mumbai, Bangalore/Bengaluruor **Roles and Responsibilities** Identify customer needs and provide them with right financial planning assistance and - asset allocation with the help of our Investment Advisory...

  • Relationship Officer

    3 weeks ago

    Mumbai, India BharatHire.Com Full time

    From 2 to 6 year(s) of experience- ₹ 4,00,000 - 7,00,000 P.A.- Mumbai, Navi Mumbai, Mumbai (All Areas)**Roles and Responsibilities** 1.Handle customer service requirements like a/c opening, DMAT a/c opening, grievances, liability product selling 2.Cross-sale of lability products 3.Back-up to RMs holding HNI relationships 4.Customer acquisition through...

  • Relationship Manager

    3 weeks ago

    Mumbai, India Merito Full time

    Job DescriptionAbout Company:Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.Roles and Responsibilities:Advising Affluent clients on their investments and managing their overall financial portfolio whilst...

  • Relationship Manager

    3 weeks ago

    mumbai, India Merito Full time

    Job Description About Company :Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.Roles and Responsibilities :Advising Affluent clients on their investments and managing their overall financial portfolio...

  • Relationship Manager

    3 weeks ago

    Mumbai, India Merito Full time

    About Company:Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.Roles and Responsibilities:Advising Affluent clients on their investments and managing their overall financial portfolio whilst deepening the...

  • Phone Banking Officer

    2 weeks ago

    Mumbai, Maharashtra, India Tranzitopz Consultancy Solutions Private Limited Full time

    We are hiring Phone banking officers for customer service / cross selling / phone banking for home loans / insurance advisors / HNI clients 1. Graduate Freshers: salary : 3 lac : location Andheri East : ROTATIONAL SHIFTS 24/7, 8 hours 2. Relevant Experienced Graduates : 3 - 5 lac : location Andheri East : ROTATIONAL SHIFTS 24/7, 8 hours 3. Non...

  • Banking Partner-Pioneer Banking

    1 week ago

    mumbai, India MJ Full time

    Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers’ financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Job...

  • Wealth Relationship Manager

    2 months ago

    Mumbai, India Mintskill HR Solutions LLP Full time

    Job DescriptionJob Role:Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be...

  • Wealth Relationship Manager

    3 weeks ago

    Mumbai, India Mintskill HR Solutions LLP Full time

    Job DescriptionJob Role:Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be...

  • Hni Pcg Sales

    3 weeks ago

    Prabhadevi, Mumbai, Maharashtra, India Hunarstreet Technologies Pvt Ltd Full time

    **Job Specifications** **Role Designation: HNI Sales Department: Sales - Investment Products** **Function: Sales Company** **Reporting to**: Cluster Manager - Investment Products Location**:Prabhadevi & Indore** **Job Purpose** Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution....

  • HNI Acquisition Manager

    2 days ago

    mumbai, India RipplesIndia Group Full time

    Sourcing of HNI clients for Investment Products like Portfolio Management Services (PMS), AIFs, Mutual Funds, Fixed Income, Insurance and Broking A/Cs. Achieving the Business targets assigned for AUM and Revenue, by upscaling and deepening the High Net Worth relationships. Key Deliverables 1. Client sourcing for Investment Products PMS/AIF/MFs ,...

  • Banking Partner-Pioneer Banking

    1 week ago

    Mumbai Metropolitan Region, India MJ Full time

    Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers’ financial, banking, investment and business needs and objectives.Provide the face of the Bank to the high net worth customers of the Bank.Job...

  • Hni Sales

    2 months ago

    Mumbai, Maharashtra, India UV HR Solutions Full time

    Department: Sales - Investment Products Function: Sales **Job Purpose** Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. He is also responsible for selling...