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AVP / VP - HNI Portfolio Management

AVP / VP - HNI Portfolio Management

ConfidentialBengaluru / Bangalore
9 days ago
Job description

Key Responsibilities :

  • Manage a portfolio of 100–150 HNI clients , ensuring regular engagement and relationship building.
  • Acquire new-to-bank HNI clients with a minimum relationship size of ₹20 Lakhs and above .
  • Ensure seamless client onboarding, including documentation, KYC compliance, and thorough client profiling.
  • Generate client referrals through existing networks, exclusive events, and professional associations.
  • Conduct regular portfolio review meetings to assess client needs, market conditions, and align financial strategies accordingly.
  • Deliver a premium and differentiated client experience across all interactions and touchpoints.
  • Provide customized financial solutions across various asset classes such as mutual funds, insurance, portfolio management services (PMS), fixed income instruments, and structured products .
  • Achieve monthly and quarterly targets for assets under management (AUM), new client acquisition, and fee-based income .
  • Collaborate with product specialists and internal teams to deliver holistic wealth management services.

Candidate Profile :

  • Proven experience in managing HNI portfolios within banking, wealth management, or financial advisory services.
  • Strong understanding of financial products and investment strategies suitable for HNI clients.
  • Excellent interpersonal, communication, and negotiation skills.
  • Ability to build trust and maintain long-term relationships.
  • Target-oriented with strong business development and networking skills.
  • Sound knowledge of regulatory and compliance requirements related to wealth management.

    • Skills Required

    Client Acquisition, Portfolio Management, Mutual Funds, Insurance, Pms, Fixed Income

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