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

GIPS Consultancy; Surat; On-site; INR 500,000 - 800,000; Full time

Job summary

GIPS Consultancy in Surat, Gujarat seeks a Wealth Management Relationship Manager to drive business development aligned with bank objectives and deliver quality service to high-net-worth clients. You will leverage wealth management techniques and collaborate with private banking teams to meet targets.

Experience in wealth management or insurance and retail relationship management is preferred, with exposure to private banking verticals of banks or broking firms.

Qualifications

• Wealth management experience preferred; insurance and retail relationship management experience ideal.

Responsibilities

• Enhance business development per bank objectives and ensure quality customer service.
• Meet banking targets and manage portfolio and customer relationships.

Skills

Wealth 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.