Manager – HNI Dealing @ Bajaj Financial Securities Ltd.
Result-driven BFSI sales and relationship management professional with 7+ years of experience in HNI Portfolio Handling, Wealth Management, Investment Advisory, and Multichannel Financial Product Sales across leading financial institutions including Bajaj Financial Securities, HDFC Securities, Aditya Birla Sun Life AMC, ICICI Bank, and Axis Bank. Proven expertise in Demat acquisition, Mutual Funds, PMS, AIF, Insurance, CASA, and cross-selling of retail banking products. Strong track record in achieving revenue targets, expanding customer portfolios, building channel relationships, and delivering superior service to high-value clients. Adept at driving business growth through strategic planning, customer engagement, and relationship-based selling.
Acquisition of Demat accounts and expanding the client base of HNI investors.
Managing and servicing HNI portfolios with timely advisory and product alignment.
Driving TPP business including Life Insurance, General Insurance & Mutual Funds.
Promoting PMS and wealth products to high-value clients.
Maintaining strong client relationships and ensuring end-to-end service excellence.
Achieving revenue, investment product, and acquisition targets consistently.
Sourcing and onboarding new Demat accounts.
Handling and growing HNI customer portfolios.
Cross-selling Life Insurance, General Insurance & Investment Products.
Driving AIF and PMS sales through customer engagement.
Building long-term relationships with high-value clients for repeat business.
Achieving monthly revenue, product, and acquisition KPIs.
Managing branch sales through assigned channels including MFDs & NDs.
Maintaining and strengthening relationships with distributors to meet mutual fund targets.
Conducting product training sessions for ND employees on new and existing schemes.
Driving visibility of the branch through customer engagement and product presentations.
Activating MFDs and motivating ND staff to enhance mobilization.
Increasing AUM, net sales, and customer retention through strategic sales efforts.
Driving penetration of Savings, Current Accounts, Mutual Funds, Insurance & Loans.
Managing and strengthening relationships with HNI customers through corporate dealing.
Cross-selling multiple financial products based on customer needs.
Achieving branch-level targets for CASA and Wealth products.
Onboarding new CASA customers to grow liabilities base.
Selling IPG and cross-selling GI, LI, Fixed Deposits & Demat accounts.
Managing customer service effectively through timely resolution.
Supporting branch sales through customer engagement activities.
Ensuring adherence to internal service and compliance standards.
Managing corporate client onboarding and service delivery.
Leading marketing & promotional roadshows for brand visibility.
Supervising team activities for event & digital marketing execution.
Driving sales for residential flats and apartment projects.
Managing marketing activities to generate leads and conversions.