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AVP/ VP - HNI Portfolio Management

Rekrut India
Bengaluru
10-20 Years
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  • Posted 10 days ago
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Job Description

Key Responsibilities:

  • Manage a portfolio of 100150 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.

More Info

Job Type:
Permanent Job
Industry:
Recruiting, Staffing Agency
Function:
Banking
Employment Type:
Full time
Open to candidates from:
Indian

About Company

Rekrut India

upGrad Rekrut is a leading recruitment and staffing solutions brand that supports organizations in building their human capital. Rekrut India started its journey in August 2020 with a vision to be one of the largest recruitment & staffing company in India. In January 2021, Rekrut India was acquired by upGrad, one of the largest EdTech companies in Asia offering higher education for working professionals, and was rebranded as upGrad Rekrut. Today, Rekrut India is a 100% upGrad-owned brand. In the dynamic world of today, when the future is both exciting and unpredictable, the talent acquisition strategy of organizations has become fluid and complex. Traditional recruitment practices aren’t designed to match up to the requirements of the new realities and lag behind the speed of today’s rising companies. upGrad Rekrut simplifies hiring for organizations, it’s expertise, pioneering solutions, extensive network and patented technology reduces the complexity of the recruitment process and ensures that organizations always stay ahead of change. Partnering with upGrad has provided an adrenaline boost for Rekrut’s ability to provide talent solutions, with access to upGrad’s pool of future-ready learners. This adds another channel of service for upGrad Rekrut to provide organizations, comprising of upskilled talent, which is a critical factor for success in today’s VUCA world. In a short period of time, upGrad Rekrut has managed to make a significant impact in the recruitment and staffing industry due to its unrelenting focus on the 4 key aspects that deliver competitive and holistic recruitment solutions: expertise, products, network & technology. upGrad Rekrut’s core strength is its people, who are united by the following organizational values, which is practiced by one and all: Customer Centricity Integrity Growth Mindset Ownership Thus, enabling upGrad Rekrut to deliver a WOW experience to their clients. upGrad Rekrut is proud to be ISO 9001 2015 certified.

Job ID: 123775455

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Last Updated: 10-03-2026 08:18:46 AM
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