Roles and Responsibilities

- Manage relationships with High Net Worth Individuals (HNIs) to acquire current clients and grow existing portfolios.

- Identify opportunities for cross-selling of banking products such as Current Account, Saving Account, Casa, Retail Liabilities, Branch Banking, Wealth Management, Portfolio Management, HNI Sales, Relationship Management, Client Acquisition, Revenue Generation.

- Develop strategies to increase revenue generation through effective sales techniques like Key Account Sales and Business Development.

- Collaborate with internal teams to resolve customer issues and improve overall relationship management.

- Analyze market trends and competitor activity to stay ahead in the competitive landscape.

Desired Candidate Profile

- 3-5 years of experience in retail liabilities or similar role in banking industry.

- Strong understanding of branch banking operations and ability to work effectively with branches.

- Excellent communication skills with ability to build strong relationships with HNIs.

- Proven track record of achieving targets related to client acquisition, revenue generation, etc.

📌 PB Classic (Classic RM-Portfolio Sales-No ops)-Jamalpur Kalna-Burdwan
🏢 HDFC Bank
📍 Burdwan