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Job Description
Responsibilities
Managing and increasing the portfolio of existing customers mapped and build lasting relationships with
our valued Preferred customers, individuals with significant financial assets and a minimum average monthly
balance of Rs. 2 lakhs in one account or an average of Rs. 2 lakhs across family Preferred group accounts.
Recommend tailored financial solutions ,including investment strategies,asset allocation,and risk
management plans. Proactively offer new products and services that align with their needs and contribute to
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Review and access the clients portfolio, to align basis market condition and client objective.
Cross selling & Up-selling of banking and third party products to contribute to Branch overall targets.
Generate leads through Catchment Working, Referrals and Working on the internal databases.
Skills
Asset AllocationCross SellingInvestment StrategiesIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
About Company
We at HDFC Bank strive to provide you with the best facilities for all your financial needs at your convenience. It is our pleasure to introduce our RD Calculator—a tool for all your answers about an RD.
Important dates & deadlines?
Application Deadline
31 Mar 26, 02:04 PM IST
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