Imperia Relationship Manager- Only South Kolkata

Roles and Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs across various product lines such as Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online Trading & Investment Products.
  
• Identify new business opportunities through cross-selling and upselling of bank's products to existing clients.
  
• Develop a deep understanding of client needs and preferences to provide tailored solutions.
  
• Collaborate with internal teams to resolve customer issues and improve overall service delivery.
  
• Maintain accurate records of client interactions using CRM software.
  

Desired Candidate Profile

• 8-10 years of experience in sales or relationship management in the financial services industry.
  
• Strong knowledge of liability products, retail assets, business banking, forex trading platforms.
  
• Excellent communication skills with ability to build strong relationships with high net worth individuals.