Portfolio Manager for High Net Worth Individuals
4 weeks ago
As a Portfolio Manager for High Net Worth Individuals, you will be responsible for handling a portfolio of HNI customers of the bank and cross-selling various products according to clients' needs. This includes liability product selling, education on product features, and acquiring new customers through referrals from existing customers who meet product criteria. You will also be responsible for regular interaction with customers to build rapport, understand, and update their profiles. Your goal will be to enhance the overall value/book size of the portfolio, maintain the overall quality/hygiene parameters of the portfolio, and cross-sell third-party products of the bank based on customers' needs. Additionally, you will be required to offer advisory services based on customers' requirements, control attrition, and achieve MTD and YTD revenue targets. The ideal candidate will have a graduate degree with 3-5 years of experience or a postgraduate degree with 2-3 years of experience. They should have customer orientation, high energy, and drive. AMFI/IRDA certification is preferred.
Key Responsibilities
- Handle portfolio of HNI customers of the bank
- Cross-sell various products according to clients' needs
- Acquire new customers through referrals
- Regular interaction with customers to build rapport
- Enhance overall value/book size of the portfolio
- Maintain overall quality/hygiene parameters of the portfolio
- Cross-sell third-party products of the bank
- Offer advisory services based on customers' requirements
- Control attrition
- Achieve MTD and YTD revenue targets
Requirements
- Graduate degree with 3-5 years of experience
- Postgraduate degree with 2-3 years of experience
- Customer orientation
- High energy and drive
- AMFI/IRDA certification preferred
Portfolio Management of UHNI Clients
-
High Net Worth Portfolio Manager
3 weeks ago
Vadodara, Gujarat, India Mintskill HR Solutions LLP Full timePortfolio Management for UHNI ClientsKey Responsibilities:To manage a portfolio of High Net Worth Individual (HNI) clients and cross-sell various products based on their needs.Liability product selling and education on product features.To acquire new clients through referrals from existing customers who meet product criteria.Regular interaction with...
-
Portfolio Relationship Manager
4 weeks ago
Vadodara, Gujarat, India Mintskill HR Solutions LLP Full timeKey Responsibilities:To manage a portfolio of high net worth individual customers and cross-sell various products based on their needs.To sell liability products and educate customers on their features.To acquire new customers through referrals from existing customers who meet product criteria.To maintain regular interaction with customers to build rapport...
-
Senior Portfolio Manager
4 weeks ago
Vadodara, Gujarat, India Mintskill HR Solutions LLP Full timeJob SummaryWe 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...
-
Strategic Portfolio Manager
4 weeks ago
Vadodara, Gujarat, India Mintskill HR Solutions LLP Full timeJob DescriptionWe are seeking a highly skilled Strategic Portfolio Manager to join our team at Mintskill HR Solutions LLP. As a key member of our client services team, you will be responsible for managing a portfolio of high net worth individual (HNI) clients.Key Responsibilities:Develop and implement customized investment strategies to meet the unique needs...
-
Senior Portfolio Manager
3 weeks ago
Vadodara, Gujarat, India Mintskill HR Solutions LLP Full timeKey ResponsibilitiesDevelop and maintain relationships with high-net-worth individual customers to understand their financial needs and provide tailored solutions.Sell and promote liability products, educating customers on features and benefits.Acquire new customers through referrals from existing customers who meet product criteria.Regularly interact with...
-
Senior Portfolio Manager
4 weeks ago
Vadodara, Gujarat, India Mintskill HR Solutions LLP Full timeJob OverviewAs 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...
-
Senior Portfolio Manager
2 weeks ago
Vadodara, Gujarat, India Mintskill HR Solutions LLP Full timeJob DescriptionTo excel 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 objective will be to cross-sell various products according to the clients' needs, while also acquiring new customers through referrals from existing clients who meet the...
-
Elite Portfolio Manager
4 weeks ago
Vadodara, Gujarat, India Mintskill HR Solutions LLP Full timeJob Summary: We are seeking a highly skilled Elite Portfolio Manager to join our team at Mintskill HR Solutions LLP. As an Elite Portfolio Manager, you will be responsible for handling a portfolio of high net worth individual (HNI) customers of the bank and cross-selling various products according to their needs.Key Responsibilities:Liability product selling...
-
Strategic Relationship Manager
1 month ago
Vadodara, Gujarat, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Title: Preferred Relationship ManagerJob Summary:The Preferred Relationship Manager will be responsible for acquiring and managing high net worth relationships, providing exceptional client service, and delivering tailored financial solutions to meet the unique needs of affluent and super affluent clients.Key Responsibilities:Acquire and manage a...
-
Business Development Manager
2 weeks ago
Vadodara, Gujarat, India Mintskill HR Solutions LLP Full timeJob DescriptionWe are seeking a talented Business Development Manager to join our team at Mintskill HR Solutions LLP. As a key member of our sales team, you will be responsible for managing a portfolio of high net worth customers and identifying opportunities to sell various products and services that meet their needs.Some of your duties will...
-
Vadodara, Gujarat, India Mintskill HR Solutions LLP Full timeJob OverviewMintskill HR Solutions LLP seeks an exceptional Branch Relationship Manager to handle a portfolio of High Net Worth Individual (HNI) clients. As a key member of our team, you will play a crucial role in cross-selling various products based on clients' needs and enhancing the overall value of their portfolios.Key ResponsibilitiesTo effectively...
-
Strategic Business Relationship Lead
3 weeks ago
Vadodara, Gujarat, India Anand Rathi Share and Stock Brokers Ltd Full timeThe ideal candidate for this role will be responsible for establishing and maintaining strong relationships with affluent and super affluent clients, providing them with personalized financial solutions and ensuring their long-term growth and success.Key Responsibilities:Client Acquisition: Identify and acquire new high net worth clients through networking,...
-
Senior .NET Developer
4 weeks ago
Vadodara, Gujarat, India Kiash Solutions LLP Full time**Job Position:**Jr. .NET Software Engineer & Sr. .NET Software Engineer**Job Overview:**We are seeking highly skilled .NET developers to join our team at Kiash Solutions LLP. The ideal candidate will have a strong proficiency in ASP.NET with C#, DotNet/.Net Core, Entity Framework, Microsoft SQL, and MVC.**Responsibilities:**Developing solutions in ASP.NET...
-
Senior Financial Advisor
2 weeks ago
Vadodara, Gujarat, India Hensex Securities Pvt Ltd. Full timeCompany OverviewHensex Securities Pvt. Ltd. is a leading financial services provider in India, committed to innovation and excellence. With a diverse client base, we cater to the needs of retail customers, high net worth individuals, and corporates. Our headquarters in Jodhpur serves as a hub for our nationwide network.Job OverviewThe Senior Financial...
-
Senior .NET Software Engineer
2 weeks ago
Vadodara, Gujarat, India Exigo Tech Full timeAt Exigo Tech, we are currently seeking a skilled Senior .NET Software Engineer to join our application team.The successful candidate will be responsible for planning, designing, building, configuring, commissioning, and maintaining projects using Microsoft's .NET infrastructure.We are looking for a resourceful and dynamic individual with excellent...
-
Senior .NET Developer Position
2 weeks ago
Vadodara, Gujarat, India Kiash Solutions LLP Full timeJob Position: Jr. Dot Net Developer & Sr. Dot Net DeveloperJob Location: VadodaraBudget (Upper Limit based on relevant experience): 7 LPA (Junior Dot Net Developer) & 10 LPA (Senior Dot Net Developer)At Kiash Solutions LLP, we are seeking a skilled Dot Net Developer to join our team. The ideal candidate will have a solid understanding of ASP.NET with C#, as...
-
Senior .Net Software Development Manager
4 weeks ago
Vadodara, Gujarat, India NetWeb Software Full timeJob Summary:We are seeking a highly skilled and experienced .Net software development manager to lead our team of developers in designing, developing, and deploying high-quality .Net applications. The ideal candidate will have a strong background in .Net development, including ASP.Net, C#, MVC, and Web API, as well as expertise in front-end technologies such...
-
Senior Dot Net Developer Wanted
3 weeks ago
Vadodara, Gujarat, India Kiash Solutions LLP Full timeJob Details:Candidates who can onboard within a reasonable timeframe are welcome to apply. We are looking for individuals with strong skills in Dot Net and C#.Position:Two openings are available for Jr. Dot Net Developer and Sr. Dot Net Developer positions.Experience:We require candidates with 2-5 years of experience for the Jr. Dot Net Developer role and...
-
Collections Portfolio Manager
4 weeks ago
Vadodara, Gujarat, India Orange Shark Full timeResponsibilities :To Manage delinquent portfolio from Bucket X to Education Loan : Ensure timely recovery of delinquent assets, maintain accurate records, and report to the Manager on a daily basis.Deliver 99 % productivity in Bucket X and minimize NPA : Regularly review and analyze portfolio performance, identify areas for improvement, and implement...
-
Senior .Net Software Development Manager
4 weeks ago
Vadodara, Gujarat, India NetWeb Software Full timeJob Summary:We are seeking a highly skilled and experienced Technical Lead for our .Net development team at NetWeb Software. The successful candidate will be responsible for leading the design, development, and deployment of .Net applications, collaborating with stakeholders to gather and analyze requirements, and mentoring and guiding the development...