High Net Worth Client Portfolio Specialist

2 weeks ago

Coimbatore, Tamil Nadu, India beBeeCustomerCentric Full time ₹ 17,00,000 - ₹ 28,00,000
Senior Affluent Portfolio Manager

The primary objective of this role is to oversee a portfolio of high-net-worth clients and deliver exceptional service, driving business success.

Key Responsibilities:

  • Meet or exceed individual targets for client acquisition, revenue growth, and relationship management.
  • Develop strategic plans to enhance customer loyalty, retention, and profitability.
  • Build and maintain strong relationships with clients, understanding their financial goals, needs, and preferences.
  • Collaborate with internal stakeholders to ensure seamless delivery of products and services.
  • Stay up-to-date on market trends, economic conditions, and industry developments to provide expert advice and guidance.

Requirements:

  • Minimum 2 years' experience in wealth management, insurance, or retail relationship management.
  • Strong knowledge of financial markets, economic trends, and asset products.
  • Excellent communication, interpersonal, and negotiation skills.
  • Ability to manage complex client requirements and develop strategic solutions.

Preferred Qualifications:

  • Wealth management experience.
  • Insurance experience.
  • Marketing or finance background.

Functional/Industry Knowledge:

  • Equity and related areas.

Certifications:

  • AMFI Certification.
  • NCFM Certification (Optional).
  • CAIIB.
  • IRDA.

Major Stakeholders:

  • Customers.
  • Branch Banking Team.
  • Operations.
  • Product Team.
  • Treasury.
  • HLIC.
  • Insurance CAM.
  • MF Fund houses personnel.
  • HSL personnel.

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