Responsibilities
¢ Managing and increasing the portfolio of existing customers mapped and build lasting relationships with
our valued Preferred customers, individuals with significant financial assets and a minimum average monthly
balance of Rs. 2 lakhs in one account or an average of Rs. 2 lakhs across family Preferred group accounts.
¢ Recommend tailored financial solutions ,including investment strategies,asset allocation,and risk
management plans. Proactively offer recent products and services that align with their needs and contribute to
their financial growth.
¢ Review and access the client’s portfolio, to align basis market condition and client objective.
¢ Cross selling & Up-selling of banking and third party products to contribute to Branch overall targets.
¢ Generate leads through Catchment Working, Referrals and Working on the internal databases.
Apply on Kit Job: kitjob.in/job/4rf7vf
📌 Imperia Relationship Manager (Najafgarh)
🏢 HDFC Bank
📍 Najafgarh
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.