Ranchi-PB Sales, PB Classic, BSM, Preferred RM

Hdfc Bank

1 - 6 years

3 - 7 Lacs

Ranchi

Posted:2 hours ago| Platform:

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Skills Required

HNI Sales Portfolio Management Casa Acquisition Casa Sales Acquisition Sales Cross Selling Retail Liabilities HNI Acquisition

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities

Manage a portfolio of High Net Worth Individuals (HNIs) and Retail Liabilities customers.
Identify new business opportunities through cross-selling and upselling strategies.
Develop strong relationships with existing clients to increase customer satisfaction and retention.
Meet sales targets by acquiring new HNI customers and growing the portfolio.
Collaborate with internal teams to resolve client issues and improve overall service delivery.

Desired Candidate Profile

1-6 years of experience in banking sales, preferably in HNI acquisition, retail liabilities, or portfolio management.
Strong understanding of Casa Sales, Acquisition, CASA Acquisition, HNI Sales, Cross Selling, and Retail Liabilities products.
Excellent communication skills for building rapport with high net worth individuals.
Ability to work independently with minimal supervision while meeting tight deadlines.

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