We are seeking a dynamic Portfolio Acquisition Manager to join our team in Tamil Nadu. The ideal candidate will be responsible for driving the acquisition of high-net-worth individuals (HNI) and managing retail liabilities. This role is crucial for expanding our portfolio and enhancing our market presence.

Key Responsibilities:
- Develop and implement strategies to acquire new HNI clients and expand the retail liabilities portfolio.
- Build and maintain robust relationships with clients to understand their financial needs and provide tailored solutions.
- Collaborate with cross-functional teams to ensure seamless service delivery and client satisfaction.
- Monitor market trends and competitor activities to identify opportunities for growth.
- Prepare and present reports on portfolio performance and acquisition strategies to senior management.

Required Skills:




- Strong understanding of CASA (Current Account Savings Account) products and retail liabilities.
- Proven experience in portfolio management and client acquisition.
- Excellent communication and interpersonal skills to engage with HNI clients effectively.
- Analytical mindset with the ability to assess market trends and client needs.
- Ability to work independently and as part of a team in a fast-paced environment.

If you are passionate about driving growth and have a strong background in portfolio management, we encourage you to apply for this exciting opportunity. Join us in shaping the future of our financial services and making a significant impact in the industry.

📌 Portfolio Acquisition Manager (Chennai)
🏢 Waytogo Consultants
📍 Chennai