Affluent Wealth Manager For Leading Bank

Quotient Consultancy; Mumbai; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

Quotient Consultancy is looking for an experienced professional in Mumbai to develop and manage High Net Worth (HNI) customer relationships. The role requires formulating sales plans, generating business actions, and ensuring exceptional customer service. Candidates should have a banking/NBFC background and at least 7-8 years of experience in portfolio management. NISM/IRDA/AMFI certification is preferred. Fluency in communication and the ability to understand client needs are essential.

Qualifications

• NISM/IRDA/AMFI certification strongly preferred.
• Minimum 7-8 years of experience in relationship and portfolio management.
• Banking/NBFC background preferred with good portfolio management experience.

Responsibilities

• Develop new and existing High Net worth (HNI) customer relationships.
• Generate business actions across liabilities, assets, and fee products.
• Formulate and implement the sales plan to acquire new HNI clients.

Skills

Customer service orientation

Relationship management

Portfolio management

Fluent communication

Decision-making

Job description

Responsibilities

• Develop new and existing High Net worth (HNI) customer relationships for priority business, performing in‑depth profiling of the clients to identify opportunities and match these opportunities to Group products/solutions.
• Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness.
• Formulate and implement the sales plan to acquire new HNI clients and increase the customer base.
• Use investment expertise to conduct client portfolio reviews and showcase products as per client requirements.
• Ensure client contactability at all times through regular connection with them in weekly/monthly calls.
• Resolve client queries for the managed book within the specified TAT.
• Ensure high levels of customer service orientation and application of bank policy.
• Inform customers of new products or product enhancements to further expand the banking relationship.
• Plan and conduct special sales initiatives and events for prospective and existing clients.
• Maintain complete relationship record for assigned customer accounts.
• Endure adherence to all bank and regulatory processes at all times.

Requirements

• Aptitude to deliver high quality customer service by using organization and interpersonal skills.
• NISM/IRDA/AMFI certification strongly preferred.
• Fluent communication skills, presentable and quick grasping power.
• Decision‑making skills with a good sense of ownership and understanding of client requirements.
• Strong expertise in portfolio handling of big HNI customers and in building relationship management.
• Banking/NBFC background preferred with good portfolio management experience.
• Minimum 7‑8 years of experience in relationship and portfolio management.