Preferred RM / Imperia RM- Central To South Kolkata

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.