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Senior Portfolio Manager

1 month ago

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

We are seeking a highly motivated and experienced Senior Portfolio Manager to join our team at Mintskill HR Solutions LLP. The successful candidate will be responsible for managing a portfolio of high net worth individual (HNI) customers and cross-selling various products to meet their needs.

Key Responsibilities:

  • Develop and maintain strong relationships with HNI customers to understand their financial needs and goals.
  • Cross-sell liability products and provide education on product features to customers.
  • Acquire new customers through referrals from existing customers who meet product criteria.
  • Regularly interact with customers to build rapport and update their profiles.
  • Enhance the overall value and book size of the portfolio.
  • Maintain the quality and hygiene parameters of the portfolio.
  • Cross-sell third-party products based on customer needs.
  • Provide advisory services to customers based on their requirements.
  • Control attrition and achieve revenue targets.

Requirements:

  • Graduate with 3-5 years of experience or Post Graduate with 2-3 years of experience.
  • Customer orientation and high energy drive.
  • AMFI/IRDA certification is preferred.