Affluent Relationship Manager/Privy Wealth Managers - Top Bank

GIPS Consultancy; Kolkata District; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

GIPS Consultancy in Kolkata invites an experienced banking professional to lead a high-performance branch team. The role focuses on bringing HNI clients into the Preferred program and delivering a superior customer experience to strengthen profitability.

You will drive cross-sales across Wealth Management, CASA, Demat, Credit Cards, and related products, while ensuring target achievement and branch growth.

Qualifications

• Own all branch banking objectives and achieve overall branch targets through cross-sales.
• Demonstrate knowledge of Wealth Management, CASA, Demat, and Credit Cards.

Responsibilities

• Lead a result-oriented team and manage branch profitability.
• Include HNI customers into the Preferred program and provide a superior customer experience.

Skills

Team leadership

Cross-selling

Wealth management

Relationship management

Product knowledge

Job description

Responsible for including HNI customers into the Preferred and offering them a superior customerexperience to enhance the profitability of the relationshipLead a result oriented team and is responsible for managing the Branch Profitability..

Required Candidate profile

• Own all branch banking objectiveTo Achieve of overall Branch Target by generating business cross sales.
• Product knowledge-Wealth Management/CASA/Demat/Credit Cards/otherGrade - Senior Manager/AVP