39 Hni Portfolio Jobs

JOB SUMMARY The role entails overseeing the Sales and service aspect of Premium and above segment customer in GB branches including distribution operations, service and sales. The role bearer is responsible for Premium and above segment client portfolio management (acquiring, Enhancing, deepening and retention). The role bearer will be a one point contact for all premium and above segment customer for all his financial needs and services thus enhancing current relationship value and wallet share which will further increase profitability from the relationship. KEY RESPONSIBILITIES Acquiring new premium and above segment Customer. Regularly interact with mapped customer to build rapport and understand the profile. Basis of profile, a contact plan should be drawn and customer contacted. Enhancing customer wallet size. Ensuring that customers make us their primary bank. Ensure that optimal level of income generation reached from TPP. Retain the customers via the experience offered. Increase liabilities size of relationship. Penetration of all products across family accounts as per profile & requirements. Lead generatin of cross sell products. Disseminating product information. Ensure quality customer service is delivered. Recording compliant as per the specified process. Preventive complaint management. Promoting all direct banking channels and ensuring that customer is utilizing the same. Ensure proper handover of customers in case of transfer of portfolios. Ensure certifications of documentation required for opening and maintaining customer accounts. Error free documentation for all account opening and all customer instructions. Ensure KYC norms are adhered to all points of time.

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Interested candidates can share CV to vinith.yadav@branch.sharekehan.com or Whatsapp-7338112258

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

Responsibilities: Manage HNIs & networks for fundraising opportunities HNI & Corporate Meetings Fund Genration Monthly Fundraising Goal

Roles and Responsibilities Acquire and manage relationships with High Net Worth Individuals (HNIs) and affluent clients. Drive sales of banking and investment products including liabilities, assets, insurance, and third-party offerings. Conduct regular portfolio reviews and provide financial solutions aligned with client goals. Ensure high levels of customer satisfaction through timely service and personalized engagement. Achieve revenue and business targets through cross-selling and upselling. Maintain compliance with internal policies and regulatory guidelines. Desired Candidate Profile Graduate with 7 - 12 years of experience in banking or financial services, preferably in HNI relationship management. Strong communication and interpersonal skills with a customer-centric approach. Proven ability to manage large portfolios and deliver results. Certifications like NISM, AMFI, or IRDA are preferred. Presentable, confident, and capable of handling affluent clientele.

Role & responsibilities Direct Responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Preferred candidate profile Excellent knowledge about the diverse investment products and well updated with the market information Ability to co-ordinate with different teams. Strong analytical skills to interpret business information Strong communication & written skills Fluency in local language is an added advantage Excellent interpersonal skills and team management skills Should be a good team leader Highly self motivated Willingness to learn and adapt

Job Description 1. Acquire high value new to bank customers to Bank on a monthly basis 2. Complete family banking proposition for families of customers on-boarded in order to increase Relationship Value of customers acquired 3. Manage the relationships of clients provided in order to enhance wallet share 4. Sharp execution of Cross-sell strategy of the Bank for all mapped and acquired clients including: a. Digital Channel Activation b. Activation for Digital Wealth Management c. Selling Investment and Insurance Products d. Selling Asset Products 5. Achieve Individual Book and Fee Income targets as mandated in HR Goal Sheet in order to secure highest rating as per policy of the Bank 6. Handle the service requirement of customers are taken case in a prompt and pro-active manner 7. Provide regular feedback to Branch / Head Office team for improved customer relationship management 8. The position is on Quarterly Incentive Program outcome of which is dependent on achievement of laid down targets

Roles and Responsibilities Acquire and manage relationships with High Net Worth Individuals (HNIs) and affluent clients. Drive sales of banking and investment products including liabilities, assets, insurance, and third-party offerings. Conduct regular portfolio reviews and provide financial solutions aligned with client goals. Ensure high levels of customer satisfaction through timely service and personalized engagement. Achieve revenue and business targets through cross-selling and upselling. Maintain compliance with internal policies and regulatory guidelines. Desired Candidate Profile Graduate with 7 - 12 years of experience in banking or financial services, preferably in HNI relationship management. Strong communication and interpersonal skills with a customer-centric approach. Proven ability to manage large portfolios and deliver results. Certifications like NISM, AMFI, or IRDA are preferred. Presentable, confident, and capable of handling affluent clientele.

Responsibilities: * Manage HNIs through portfolio management services * Lead AIF sales strategy for PMS products * Drive HNI acquisitions & client handling

If you are eligible for this role and keen to apply, please share your CV at resume@erconsultants.in or WhatsApp your CV at 8178095895 Role & responsibilities BRANCH MANAGER Branch Banking KRAs: Enhancement of deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch personnel Overall responsible for break-even and P&L of branch Preferred candidate profile: EXPERIENCE: Overall 8 years of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products In-depth understanding of financial instruments, markets and macro - micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer Delight. Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. QUALIFICATIONS / QUALITIES: MBA / CA/ CAIIB Should have sales orientation Leadership skills. (Though more tactical than strategic). Thinker : Doer = 40:60 AGE: Maximum- 40 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS PERKS & BENEFITS: * CTC Upto 25Lacs + Bonus+ Home Loan Benefits.

Responsibilities: * Acquire new HNIs through strategic networking. * Handle existing HNI clients with exceptional service. * Onboard HNIs and guide them for their wealth planning.

Organization: E Sandhai Pvt Ltd (Agri-Tech Industry) Location: Trichy Employment Type: Full-time Salary & Benefits: Annual CTC: 3.0 3.5 LPA Petrol allowance For official travel outside work location – company covers travel, food, and room rent allowance . For candidates relocating to Trichy , company provides accommodation . Performance-based increments and career growth opportunities. Role Overview: We are seeking a highly motivated Institutional Sales Executive to manage and grow Esandhais institutional business portfolio. The ideal candidate should have experience in handling HNI clients , with excellent customer-handling and negotiation skills. The candidate must be ready to adapt to the agri-tech industry, learn our workflow model, and drive results through professionalism and relationship building. Key Responsibilities: Take full ownership of institutional sales, including prospecting, onboarding, and client servicing. Develop and maintain long-term relationships with corporates, institutions, and HNI customers . Follow up with clients regularly, understand requirements, and ensure seamless order management. Handle end-to-end sales cycle – lead generation, pitching, negotiations, closing deals, and account management. Identify new business opportunities and expand customer base in the F&V (Fruits & Vegetables) segment. Work closely with the operations team to ensure timely and accurate order fulfilment . Maintain sales records, prepare reports, and track KPIs to meet and exceed targets. Ensure professional attire, conduct, and communication in all client interactions. Collaborate with internal stakeholders to align on customer needs, pricing, and delivery models. Stay updated on industry trends, competitor activity, and market opportunities. Resolve client issues and complaints promptly to maintain high customer satisfaction . Represent E Sandhai with integrity and ensure compliance with company policies. Key Requirements: Fresh MBA/PGDM in Marketing or equivalent; OR any graduate proven experience in institutional/HNI client handling. Prior experience in Institutional Sales / Corporate Sales preferred. Knowledge of Fruits & Vegetables / Agri industry is an added advantage. Strong negotiation, persuasion, and interpersonal skills. Excellent communication in English and regional language(s). Willingness to learn, adapt, and work in a fast-paced agri-tech environment. Proficiency in MS Office, CRM tools, and sales reporting. Professional appearance and business etiquette are mandatory. Two-wheeler with valid driving license is a must. Willingness to travel frequently across cities for client visits and business development. What We Offer: Opportunity to work in a fast-growing agri-tech company making a real impact. Exposure to institutional and corporate sales in the F&V domain. A dynamic, learning-driven environment with career growth opportunities.

HNI Sales MUTUAL FUNDS, PMS, Equities B2C Sales Suitable ones, whatsapp only 9623571539 Required Candidate profile Candidate holding 3+ experinece in ( HNI sales ) MUTUAL FUNDS

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Preferred candidate profile As per Industry

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

Job Role: Client Success Manager (CSM) Exp 6-10 Years Location: Gurugram HR Role Objective : Job Profile seeking to ensure a High-Quality member experience, Foster Engagement and Maximize Retention for HNI and UHNI Members of the Network . This role is the primary relationship point after onboarding and involves curating meaningful connections, exclusive event access, and bespoke services. Key Job Role and Responsibilities Manage a portfolio of Key Accounts, establish productive, professional, and profitable relationships with key personnel and CXO s in assigned customer accounts. Lead, mentor and train a team of account managers. Coordinate with various departments within the organization, including support, service, technology and manage resources, to ensure seamless functioning of the client accounts. Responsible for client receivables; planning and execution of contract renewals. Continuously identify opportunities for up-selling /cross-selling the product portfolio & meet assigned targets for profitable sales volume and strategic objectives. Proactively lead a joint company-strategic account planning process that develops mutual performance objectives, financial targets& critical milestones . Maintain a consistent schedule of online meetings with the client to manage performance objectives, customers expectations and assess customer needs on an ongoing basis. Document all requests and comments made by clients to ensure timely feedback and follow-up actions of client escalations. Lead solution development efforts that best address customer needs, while coordinating the involvement of all necessary Act as the dedicated relationship manager for assigned member- HNI and UHNI’s. Curate introductions between members to maximize network value. Organize and coordinate exclusive events, roundtables, and experiences. Maintain high touch points through personalized communication. Track satisfaction, anticipate needs, and resolve concerns proactively. Drive membership renewals and upsell premium offerings. Onboarding: New Customer Onboarding is the most important task for any customer success manager. Renewals: Customer renewals keep the recurring revenue recurring . Follow up on current month or quarter renewals to avoid any last-minute surprise Upsell Campaigns: Upsell, expansion and upgrades are the three core ways to drive portfolio growth . A focused campaign or a planned nurturing campaign requires good timing, data, and strategy to be effective. Core Competencies: a. Emotional intelligence, b. Engagement Planning, c. Conflict Resolution d. Business Foresight e. Warmth and Diplomacy f. Attentive Listening g. Cultural awareness h. Client Centricity i. Business Need Analysis j. Business Negotiation k. Cross-functional collaboration l. Interpersonal skills m. Problem Solving Preferred Candidate Profile: 1. Shall have 4 –8 years in client relationship management within luxury, hospitality, wealth management, or membership clubs. 2. Experience in handling elite clientele and delivering white-glove service. 3. Event planning or luxury concierge background is a plus. Education 4. Graduate degree required; MBA or specialization in Luxury Management, Hospitality, or Marketing preferred 5. High emotional intelligence and interpersonal finesse. 6. Ability to work under pressure and manage multiple

Responsibilities: * Acquire new HNIs through strategic networking. * Handle existing HNI clients with exceptional service. * Onboard HNIs and guide them for their wealth planning.

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

Own all branch-banking objectives and overall branch supervision, Ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High Net Worth customer programs.

BRANCH MANAGER Branch Banking KRAs: Enhancement of deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch personnel Overall responsible for break-even and P&L of branch EXPERIENCE: Overall 10 years of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products In-depth understanding of financial instruments, markets and macro - micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. QUALIFICATIONS / QUALITIES: MBA / CA/ CAIIB Should have sales orientation Leadership skills. (Though more tactical than strategic). Thinker : Doer = 40:60 AGE: 1. 28 38 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS PERKS & BENEFITS: * CTC Upto 18Lacs + Bonus+ Home Loan Benefits.

BRANCH MANAGER Branch Banking KRAs: • Enhancement of deposit pool from customers. • Establishing standards and delivery of service. • Sale of non-deposit products. Cross selling targets progressively. • Sale of Mutual Fund and Insurance products. • Fee income. • Branch administration. • Regulatory compliance. • Manage productivity, morale of branch personnel • Overall responsible for break-even and P&L of branch EXPERIENCE: • Overall 10 years of Banking experience; out of which 3-4yrs in Retail Liabilities • Must have had Sales experience and exposure, preferably of Liabilities products • In-depth understanding of financial instruments, markets and macro - micro economic processes • Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT • Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. QUALIFICATIONS / QUALITIES: • MBA / CA/ CAIIB • Should have sales orientation • Leadership skills. (Though more tactical than strategic). • Thinker : Doer = 40:60 AGE: 1. 28 38 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS PERKS & BENEFITS: * CTC Upto 18Lacs + Bonus+ Home Loan Benefits.

Responsible for acquiring NTF clients revenue generation and maintenance of relationship with UHNI & corporate clients, acquisition. Required Candidate profile Must have experience in Team handling profile, Investment products, Acquisition. Must bring teams along with you and manage your own AUM.

Role & responsibilities Will be responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisee for wealth business and broking business. Would be responsible for achieving Revenue, Incremental SIP & Net Equalized Assets (LS) targets for the branch with help of respective Relationship Manager (Wealth & Equity Rms). Should meet all UHNI & Corporate Clients of respective branch and franchisee. Will be responsible for achieving branch profitability. Will be responsible for achieving a surplus through New Business development by directing New Business development teams in Asset Gathering. Should focus on all the products including equity, derivatives (F&O), Margin Trading Funding (MTF), currency, commodities, MF, AIF, Advisory, PMS etc. Should be responsible for expansion of client base including (HNI, Ground, and Web). Develop business through appointment of new franchisees in the territory. Will be responsible for achieving brokerage revenue as per defined targets for branch through Equity Relationship Managers. Should ensure adherence to all compliances as laid down by Risk and Compliance teams in the Organisation. Responsible to drive Team members to achieve their business targets and ensure their productivity. Taking initiatives in building Mirae Asset Sharekhan brand in the Location To Drive business with help of Business Development RMs in the branch Maintain I/E Ratio from Direct business & franchisee business as per company targets. Help in attracting, retaining and developing the Talent for the branch and fulfill the recruitment targets Should be responsible for doing activities for lead generation and brand building for the branch. Work on accounts transferred from DIY and make sure clients are active and generating the revenues. Preferred candidate profile Graduate or above with 4 or more years relevant experience, with overall 7 years experience in BFSI. At least 2 yr exp as Branch Manager or as Team Leader

Execute cluster business plans for the Wealth Management segment to drive sales in the Mumbai. Responsible for acquiring NTF clients revenue generation and maintenance of relationship with UHNI & corporate clients and offer wealth advisory service

Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products.