This job offer is not available in your country.
HNI Service Team
Indiabulls Securities LimitedMumbai, Maharashtra, India2 days ago
Job descriptionStrong communication skills in English and at least one regional language (Kannada, Tamil, Malayalam, Telugu). Proven experience in client servicing with revenue / KPI targets (BFSI / Wealth Management / Broking preferred). Sound understanding of capital markets, trading platforms, and financial products. Strong relationship management and networking ability. Result-oriented mindset with a focus on revenue generation and referrals. Revenue contribution from HNI clients. Number of client referrals generated. Client satisfaction and retention rate.
HNI Service Team (Kannada, Tamil, Malayalam, Telugu)
Experience : 3–6 years
Key Responsibilities :
- Act as the dedicated point of contact for High Net Worth Individual (HNI) clients.
- Build and nurture strong client relationships by providing personalized services in regional languages (Kannada, Tamil, Malayalam, Telugu).
- Drive revenue growth by identifying cross-sell and up-sell opportunities across equities, derivatives, MFs, and wealth products.
- Generate referrals from satisfied HNI clients and convert them into new business opportunities.
- Handle portfolio reviews, trading-related assistance, and investment advisory coordination.
- Ensure best-in-class client servicing with quick resolution of escalations.
- Collaborate with Relationship Managers, Sales, and Product Teams to maximize client wallet share.
Requirements :
Performance Metrics :
Create a job alert for this search
Service Team • Mumbai, Maharashtra, India
Related jobs
- Promoted
Line Cook
Celebrity CruisesThane, IN Prepare all basic food items for the menu requested by their supervisor.Must possess advanced knife handling skills.Must be able to work in any section of a kitchen.
Must have a good food knowledge ...Show moreLast updated: 30+ days ago
- Promoted
Senior Network Engineer L3-L4
BoffinHive TechnologiesKalyan-Dombivli, IN The professional services role which works on client engagements from initial design through implementation and migration and continues to provide operational support.
This ensures a seamless transi...Show moreLast updated: 7 days ago
- Promoted
HNI Service Team
Indiabulls Securities LimitedMumbai, Maharashtra, India HNI Service Team (Kannada, Tamil, Malayalam, Telugu).Act as the dedicated point of contact for High Net Worth Individual (HNI) clients.
Build and nurture strong client relationships by providing per...Show moreLast updated: 2 days ago
- Promoted
Technical Service Engineer
SOFARKalyan-Dombivli, IN Looking for an experienced and energetic professional interested in joining a fast-growing and diverse team aimed at provide better Smart Energy solutions to our customers.The individual should be ...Show moreLast updated: 30+ days ago
- Promoted
ACI Network Engineer
PamTen IncThane, IN We are seeking numerous highly skilled Data Center Engineers to join our delivery team supporting Cisco initiatives.This role requires deep technical expertise across core data center technologies,...Show moreLast updated: 21 days ago
- Promoted
Customer Service Team Leader
Anand Rathi Global Finance LimitedGoregaon, Maharashtra, India Lead the customer service team across branches and digital platforms to ensure consistent service delivery.Develop and implement customer service policies, processes, and SLAs to ensure prompt quer...Show moreLast updated: 2 days ago
- Promoted
Sr Team Member - Cloud Technologies
Star Union Dai-ichi Life Insurance Company LimitedNavi Mumbai, Maharashtra, India We are seeking a skilled Azure Cloud Administrator and Architect to join our dynamic team.The ideal candidate will have a strong background in Azure cloud technologies, architecture design, and adm...Show moreLast updated: 29 days ago
- Promoted
Team leader International Pr
AltisourceThane, IN Job Title : Team Leader – Voice Process (International BPO).The Team Leader – Voice Process is responsible for managing a team of customer service representatives handling inbound and outbound voice...Show moreLast updated: 10 days ago
- Promoted
ITSM Process Owner (ServiceNow)
GeorgiaTEK Systems Inc.Kalyan-Dombivli, IN ITSM Process Owner (ServiceNow).We’re looking for an experienced.IT Service Management processes on.Own and improve ITSM processes (Incident, Problem, Change, Request, Knowledge, CMDB, Service Cata...Show moreLast updated: 2 days ago
- Promoted
Sr. Team Member - Insurance Compliance Auditor
Star Union Dai-ichi Life Insurance Company LimitedNavi Mumbai, Maharashtra, India The person will be responsible for conducting independent compliance-based process audits and reviews of the internal dept.
IRDAI and other regulatory regulations, as well as internal policies and p...Show moreLast updated: 30+ days ago
- Promoted
GM - Service Excellence Head
Vodafone Idea LimitedMumbai, Maharashtra, India Responsible for building culture of customer centricity in the Circle.Role is required to drive operationalization and execution of TNPS, along with execution of Customer Insight processes.Ensure a...Show moreLast updated: 9 days ago
- Promoted
Group Head
WhiteSlips Job Management ConsultantsThane, IN Lead and manage the end-to-end fabrication activities across multiple units.Develop and implement fabrication strategies aligned with production plans and customer requirements.Ensure adherence to ...Show moreLast updated: 2 days ago
- Promoted
Advisor -PCG TL
KG Engineering & ConsultancyMumbai, Maharashtra, India Job Title : Advisor – PCG Team Lead.Minimum 5 years in broking, with team-handling experience.Responsible for own P&L delivery while managing and mentoring a team.
Attract, onboard, and lead a team o...Show moreLast updated: 10 days ago
- Promoted
Customer Service Team Lead
EvonikThane, Maharashtra, India Job Title : Team Lead – Customer Service.Reporting To : Head - Customer Service (India Region).The role of the CS Team Lead is in conjunction with the Head of CS & team members to jointly translate...Show moreLast updated: 2 days ago
- Promoted
Sr. Team Member - TA & Employer Branding
Star Union Dai-ichi Life Insurance Company LimitedNavi Mumbai, Maharashtra, India Evangelize Employer Branding and increase the Organization Effectiveness for SUD Life.Develop and Administer Social Media strategies on LinkedIn, Ambition Box, Glassdoor, etc.SUD Life brand as an “...Show moreLast updated: 14 days ago
- Promoted
On-line Service Specialist
SolisKalyan-Dombivli, IN The person will be responsible for online telephonic support to customer technical queries received from.Timely updates on customer complaints via the ticketing tool (Freshdesk) or any other system...Show moreLast updated: 30+ days ago
- Promoted
ServiceNow Support Specialist
FedTecThane, IN FedTec is seeking a ServiceNow Support Specialist to provide technical support, perform system maintenance, and assist end-users with ServiceNow-related issues.
The ideal candidate will have a solid...Show moreLast updated: 30+ days ago
- Promoted
QA / Red Teaming Expert
Innodata Inc.Thane, IN We are seeking highly analytical and detail-oriented professionals with hands-on experience in.Red Teaming, Prompt Evaluation.
The ideal candidate will help us rigorously test and evaluate AI-genera...Show moreLast updated: 2 days ago
- Promoted
Team Member / Manager - Medical Device Development
CiplaMumbai, Maharashtra, India Role is to take the lead and conduct device development for Meter Dose Inhaler dosage form.Primary role is to co-ordinate with device manufacturers for selecting the right device and responsible fo...Show moreLast updated: 30+ days ago
- Promoted
Team Lead
TPMumbai, Maharashtra, India We are actively hiring for International Process (Operations - Team Leader).Show moreLast updated: 30+ days ago