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GIPS Consultancy in India is seeking a wealth management professional to enhance business development aligned with bank objectives and deliver quality customer service through wealth management strategies. The role focuses on meeting banking targets and strengthening portfolio and client relationships.
Experience in wealth management, insurance, and retail relationship management is preferred, with candidates ideally from the private banking vertical of banks or broking houses.
To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques.Ensure banking targets are met.Portfolio & Customer Relationship Management.
Required Candidate profile
Wealth Management experience preferred, Insurance experience , retail relationship management profile.Candidate preferred from Private Banking Vertical of different Banks/ Broking cos.