Portfolio Manager for High Net Worth Individuals

4 weeks ago


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

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


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