Preferred Relationship Manager (HNW portfolio & sales)- Kolkata

Hdfc Bank; Kolkata District; On-site; INR 800,000 - 1,200,000; Full time

Job summary

HDFC Bank in Kolkata seeks an experienced professional to manage high net worth individual clients, focusing on acquisition, relationship management, and wealth creation strategies. The role includes portfolio, investment advisory, and cross-selling to deliver comprehensive financial solutions.

The candidate should excel at building strong client relationships, expanding the customer base, and coordinating with internal teams to ensure top-tier service delivery for high-value clients.

Qualifications

• 5-8 years of experience in branch banking, preferably in HNI client handling or wealth management.
• Strong understanding of retail liabilities, portfolio handling, sales, and acquisition.
• Excellent communication skills for effective relationship building with HNIs.
• Ability to work independently with minimal supervision while meeting targets.

Responsibilities

• Manage high net worth individual (HNI) clients through acquisition, relationship management, and wealth creation strategies.
• Handle HNI client handling activities such as portfolio management, investment advisory, and cross-selling of bank's products.
• Develop and maintain strong relationships with existing HNI customers to increase retention rates and generate new business opportunities.
• Identify potential HNI prospects and develop targeted marketing campaigns to expand the customer base.
• Collaborate with internal teams to ensure seamless delivery of services to high-value clients.

Skills

HNI Client Handling

Relationship Management

Wealth Management

Sales & Acquisition

Portfolio Management

Job description

Roles and Responsibilities

• Manage high net worth individual (HNI) clients through acquisition, relationship management, and wealth creation strategies.
  
• Handle HNI client handling activities such as portfolio management, investment advisory, and cross-selling of bank's products.
  
• Develop and maintain strong relationships with existing HNI customers to increase retention rates and generate new business opportunities.
  
• Identify potential HNI prospects and develop targeted marketing campaigns to expand the customer base.
  
• Collaborate with internal teams to ensure seamless delivery of services to high-value clients.
  

Desired Candidate Profile

• 5-8 years of experience in branch banking, preferably in HNI client handling or wealth management roles.
  
• Strong understanding of retail liabilities, portfolio handling, sales, and acquisition processes.
  
• Excellent communication skills for effective relationship building with HNIs.
  
• Ability to work independently with minimal supervision while meeting targets set by the organization.