AVP/ VP - HNI Portfolio Management

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.