21 Aug
|
HDFC Bank
|
Kolkata
Roles and Responsibilities
- Manage high net worth individual (HNI) clients through relationship building, acquisition, and portfolio management.
- Identify new business opportunities for wealth creation and expansion of existing relationships.
- Develop and maintain robust relationships with HNIs to increase sales revenue from various products such as Casa, Liabilities, Portfolio Management Services, etc.
- Collaborate with internal teams to deliver exceptional customer service and resolve client queries efficiently.
- Ensure effective communication with clients regarding product offerings, market trends, and investment strategies.
📌 Preferred RM / Imperia RM- Central To South Kolkata
🏢 HDFC Bank
📍 Kolkata