About the role
Roles and Responsibilities
- Manage high net worth individual (HNI) clients through relationship building, acquisition, and portfolio management.
- Identify new business opportunities for wealth creation and expansion of existing relationships.
- Develop and maintain strong relationships with HNIs to increase sales revenue from various products such as Casa, Liabilities, Portfolio Management Services, etc.
- Collaborate with internal teams to deliver exceptional customer service and resolve client queries efficiently.
- Ensure effective communication with clients regarding product offerings, market trends, and investment strategies.
PB Sales - Fresher Can Apply
PB Classic - Min. 3 years of exp. is required
PRM - Min. 5 years of exp. is required
Those who are interested can share their CV to
chhatrala.urvi@hdfc.bank.in & sunil.maheshkar@hdfc.bank.in
While sharing resume, please mentioned subjecting as Interested role and Location
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