Hdfc Bank || All roles - RBB, Tricity || 10th Nov

3 - 8 years

4 - 9 Lacs

Posted:-1 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Role & responsibilities

  • Managing and increasing the portfolio of existing customers mapped and build lasting relationships with our valued Preferred customers, individuals with significant financial assets and a minimum average monthly balance of Rs. 2 lakhs in one account or an average of Rs. 2 lakhs across family Preferred group accounts.
  • Recommend tailored financial solutions, including investment strategies, asset allocation, and risk management plans. Proactively offer new products and services that align with their needs and contribute to their financial growth.
  • Review and access the clients portfolio, to align basis market condition and client objective.
  • Cross selling & Up-selling of banking and third party products to contribute to Branch overall targets.

Preferred candidate profile

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Hdfc Bank logo
Hdfc Bank

Banking

Mumbai Maharashtra

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