Roles and Responsibilities

- Manage high net worth individual (HNI) clients through acquisition, relationship management, and wealth creation strategies.

- Handle HNI client handling activities such as portfolio management, investment advisory, and cross-selling of bank's products.

- Develop and maintain strong relationships with existing HNI customers to increase retention rates and generate new business opportunities.

- Identify potential HNI prospects and develop targeted marketing campaigns to expand the customer base.

- Collaborate with internal teams to ensure seamless delivery of services to high-value clients.

Desired Candidate Profile

- 5-8 years of experience in branch banking, preferably in HNI client handling or wealth management roles.

- Solid understanding of retail liabilities, portfolio handling, sales, and acquisition processes.

- Excellent communication skills for effective relationship building with HNIs.

- Ability to work independently with minimal supervision while meeting targets set by the organization.

📌 Preferred Relationship Manager (HNW portfolio & sales)- Kolkata
🏢 HDFC Bank
📍 Kolkata