Kunal Deshkar
Deputy Manager at HDFC Bank LTD.
- Role
- Hnw Relationship Manager at HDFC Bank
- Location
- Pune City, MH, IN
- LinkedIn followers
- 500 followers
About Kunal Deshkar
I am detail-oriented, client-focused, and eager to learn, with a long-term goal of…
Experience
Hnw Relationship Manager
May 2024 — Present · Pune, IN
Client Portfolio Management: Responsible for managing and growing the portfolio book of high-net-worth individuals (HNIs) by offering personalized financial solutions across banking, wealth management, and investment services. • Profiling customers and provide financial products to meet clients needs.• Client Acquisition & Retention: Identify and acquire new HNW clients while ensuring high levels of satisfaction and retention of existing clientele through superior service delivery and performance. • Relationship Management: Build and maintain strong, long-term relationships with clients through regular engagement, portfolio reviews, and timely updates on market trends and investment opportunities and ensuring timely and proactive response to their inquiries and concerns.• Compliance & Risk Management : Ensure adherence to regulatory guidelines, KYC norms, and internal compliance policies while managing client portfolios with a focus on risk mitigation.
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