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 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.
PB Classic - Min. 3 years of exp. is required
PRM - Min. 5 years of exp. is required
Location, Changodar, Sarkhej, Bavla, Dholka and Different location in outer Ahmedabad
Those who are interested can share their CV to
[email protected]
While sharing resume, please mentioned subjecting as Interested role and Branch name
📌 Preferred RM / PB Classic- Changodar & Dholka in Gujarat
🏢 HDFC Bank
📍 Dholka