Senior Portfolio Manager
4 weeks ago
As a Senior Portfolio Manager at Mintskill HR Solutions LLP, you will be responsible for managing a portfolio of high net worth individual (HNI) clients. Your primary goal will be to cross-sell various products to clients based on their needs, while also acquiring new customers through referrals from existing clients. You will be required to maintain a high level of customer rapport and provide advisory services to clients based on their requirements.
Key Responsibilities
- Manage a portfolio of HNI clients and cross-sell products based on client needs
- Acquire new customers through referrals from existing clients
- Maintain customer rapport and provide advisory services
- Enhance the overall value/book size of the portfolio
- Maintain the overall quality/hygiene parameters of the portfolio
- Cross-sell third-party products based on client needs
- Joint calls with supervisors as per defined process
- Attrition control of customers
- Achieve MTD and YTD revenue targets
- Achieve income plans and other benchmarks within portfolio
Requirements
- Graduate with 3-5 years of experience
- Postgraduate with 2-3 years of experience
- Customer orientation
- High energy and drive
- AMFI/IRDA certification preferred
About the Role
This role is ideal for individuals who are passionate about building strong relationships with clients and providing them with tailored solutions. If you have a strong understanding of the financial industry and excellent communication skills, we encourage you to apply for this position.
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