HNI Service Team
ConfidentialMumbai, India7 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 :
Skills Required
Derivatives, Financial Products, Capital Markets, trading platforms, MFS, Client Servicing, Equities
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Service Team • Mumbai, India
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