PB Classic & Preferred RM - 10th Dec - Kolkata

Hdfc Bank

3 - 7 years

3 - 6 Lacs

kolkata

Posted:1 hour ago| Platform:

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Skills Required

liability products casa retail liabilities retail branch banking business development relationship development

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities

Manage a portfolio of High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) for wealth management services.
Identify new business opportunities through networking, referrals, and market research to expand the client base.
Develop strong relationships with existing clients to increase sales revenue from current accounts, saving accounts, retail sales, B2C sales, field sales, branch sales.
Collaborate with internal teams to resolve customer queries and issues related to banking products such as insurance policies.
Meet or exceed monthly targets set by the organization for cross-selling various financial products.

Desired Candidate Profile

3-7 years of experience in BFSI industry with expertise in HNI/NRI segment handling.
Strong understanding of current & savings account products offered by banks.
Excellent communication skills with ability to build rapport with high net worth individuals.
Proven track record of meeting sales targets consistently over time.

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