Posted: 2 days ago
5-10 years
Pune, Mumbai (All Areas)
BFSI (Operations & Lending)
work from office
Full Time
Closes 9 Jan 2027
Posted: 2 days ago
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Job Description
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Job Description
*Developed new and Existing High Net worth (HNI) Customer relationships for priority business.
*Generate business actions across liabilities, assets, and fee products.
*Implement a sales plan to acquire new HNI clients and increase the customer base.
*Aptitude to deliver high-quality customer service using organizational/interpersonal skills.
*NISM/IRDA/AMFI can be strongly preferred.
*Generate business actions across liabilities, assets, and fee products.
*Implement a sales plan to acquire new HNI clients and increase the customer base.
Required Candidate profile
*Strong expertise in portfolio handling of big HNI customers.*Aptitude to deliver high-quality customer service using organizational/interpersonal skills.
*NISM/IRDA/AMFI can be strongly preferred.
Skills
Retail LiabilitiesHNI Client HandlingPortfolio ManagementInvestment BankingMutual FundsCross SellingRetail Branch BankingHNI AcquisitionIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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