Senior Portfolio Manager

4 weeks ago


Vadodara, Gujarat, India Mintskill HR Solutions LLP Full time
Job Overview

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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