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Preferred Relationship Manager

6 - 11 years

5 - 13 Lacs

dahod godhra

Posted:15 hours ago| Platform: Naukri logo

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Skills Required

wealth management hni sales portfolio management retail branch banking hni client handling casa retail liabilities relationship management ultra hni priority banking hni acquisition preferred banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities

  • Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and expand existing ones through various channels such as Priority Banking, Preferred Banking, and Wealth Management.
  • Identify opportunities for cross-selling of retail liabilities products like CASA deposits to increase revenue growth.
  • Develop and maintain strong relationships with HNI clients by providing exceptional service quality standards.
  • Collaborate with internal teams to resolve client issues promptly and efficiently.
  • Analyze market trends and competitor activity to stay ahead in the competition.

Desired Candidate Profile

  • 9-14 years of experience in Retail Branch Banking or similar roles focusing on HNI Client Handling, Sales, Acquisition, Portfolio Management, Relationship Management.
  • Strong understanding of Retail Liabilities products including CASA deposits.
  • Proven track record of achieving sales targets through effective relationship building skills.

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Hdfc Bank

Banking

Mumbai Maharashtra

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