Private Banking Relationship Manager AVP/VP/DVP - Top Bank

GIPS Consultancy; Khordha; Vor Ort; INR 800.000 - 1.100.000; Vollzeit

Zusammenfassung

GIPS Consultancy is seeking a wealth management professional to drive business development and ensure top-tier client service within a bank’s wealth management framework. The role emphasizes portfolio handling and customer relationship excellence in a Private Banking/Financial Services context.

The candidate should have wealth management experience, with insurance exposure and strong retail relationship management skills, ideally drawn from private banking verticals of banks or broking houses.

Qualifikationen

• Wealth management experience preferred.
• Insurance experience preferred.
• Retail relationship management profile expected.

Aufgaben

• Enhance business development as per bank objectives through wealth management techniques.
• Ensure quality service to customers and meet banking targets.
• Manage portfolio and customer relationships.

Kenntnisse

Wealth management

Insurance experience

Retail relationship management

Jobbeschreibung

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.