Personal Banker (Portfolio) ,Preferred RM- Kolkata

Roles and Responsibilities

• Identify cross-sell opportunities for retail liabilities, CASA, and other bank products through effective relationship management.
• Manage relationships with high net worth individuals (HNIs) to acquire new clients and grow existing portfolios.
• Develop and maintain a strong understanding of HNI client needs to provide tailored solutions.
• Collaborate with internal teams to resolve customer issues and improve overall service delivery.
• Meet or exceed monthly targets for sales performance.

**Minimum 3 years of experience in Banking with Retail Branch Banking (Liabilities segment).**Hiring for PB Classic & Preferred RM-Portfolio Handling Role