Roles and Responsibilities
Manage high net worth individual (HNI) clients through relationship building, acquisition, and portfolio management.
Identify current business opportunities for wealth creation and expansion of existing relationships.
Develop and maintain solid 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 Kolkata
🏢 HDFC Bank
📍 Kolkata
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