Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to acquire current clients for wealth management services.
- Identify opportunities to cross-sell existing products such as Current Account, Saving Account, Fixed Deposits, Term Deposits, Casa, Liabilities etc. to existing clients.
- Develop strategies to increase portfolio size through effective relationship management and sales efforts.
- Collaborate with internal teams to resolve client queries and issues related to their investments.
- Meet or exceed monthly targets set by the organization for business development and portfolio growth.

Desired Candidate Profile
- 5-10 years of experience in Wealth Management or similar field with a focus on HNI/UHNI acquisition and retention.
- Strong understanding of Portfolio Management Services (PMS), Mutual Funds, Financial Advisory Services & Products like MF, PMS, AIFs etc. .
- Excellent communication skills with ability to build strong relationships with high net worth individuals.

📌 Preferred RM (Kolkata)
🏢 HDFC Bank
📍 Kolkata