AVP/ VP - HNI Portfolio Management - Leading Bank - Bangalore - 25Lacs

10 - 20 years

15 - 25 Lacs

Posted:2 weeks ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Opening with Leading Banks Bangalore

Job Title:

Department:

Location:

Grade:

CTC -

Experience:

Role Objective:

To acquire, engage, and grow a high-value portfolio of NHNI/UHNI clients by providing end-to-end personalized wealth and banking solutions.

Key Responsibilities:

  • Manage a portfolio of 100–150 HNI clients with consistent engagement
  • Acquire new-to-bank HNI clients with a minimum relationship value of 20 Lakhs+
  • Ensure proper client onboarding, documentation, KYC, and profiling
  • Generate referrals through client networks, events, and professional associations
  • Conduct regular portfolio review meetings and align financial strategies accordingly
  • Deliver a premium and differentiated service experience across all touchpoints
  • Offer customized solutions across mutual funds, insurance, PMS, fixed income, and structured products
  • Meet monthly targets for AUM, new client acquisition, and fee-based income

How to Apply:

selvi.sai@upgrad.com

Thanks & Regards,

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