Roles and Responsibilities

- 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 new 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.

- Robust 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