- Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs across various product lines such as Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online Trading & Investment Products.
- Identify current business opportunities through cross-selling and upselling of bank's products to existing clients.
- Develop a deep understanding of client needs and preferences to provide tailored solutions.
- Collaborate with internal teams to resolve customer issues and improve overall service delivery.
- Maintain accurate records of client interactions using CRM software.
Desired Candidate Profile
- 8-10 years of experience in sales or relationship management in the financial services industry.
- Strong knowledge of liability products, retail assets, business banking, forex trading platforms.
- Excellent communication skills with ability to build strong relationships with high net worth individuals.
📌 Imperia Relationship Manager- Only South Kolkata
🏢 HDFC Bank
📍 Kolkata
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