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GIPS Consultancy is seeking a Wealth Management professional to drive business development and deliver high-quality customer service through wealth management techniques. The role requires meeting banking targets and strengthening portfolio performance while building lasting customer relationships across private banking channels.
You will collaborate with product and sales teams to tailor solutions and ensure client satisfaction.
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.