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GIPS Consultancy in Nagpur is seeking a Wealth Management professional to drive business development and enhance customer service through wealth management techniques. The role focuses on meeting banking targets and expanding the client base.
You will coordinate portfolio management and CRM activities, leveraging experience from private banking units to build trusted client relationships and cross-sell financial products.
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.