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

GIPS Consultancy; Lucknow; On-site; INR 600,000 - 900,000; Full time

Job summary

GIPS Consultancy in Lucknow, India seeks a Wealth Management Specialist to drive business development through wealth management techniques and ensure quality service to customers. The role focuses on achieving banking targets and strong portfolio/customer relationship management.

The ideal candidate has wealth management experience, insurance exposure, and proficiency in retail relationship management within private banking or similar financial services environments.

Qualifications

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

Responsibilities

• 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.

Skills

Wealth management

Insurance experience

Retail relationship management

Job description

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.