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GIPS Consultancy seeks a professional to onboard high-net-worth clients into the Preferred programme, providing a superior, personalised banking experience that strengthens the client relationship and drives profitability.
The role focuses on growing the relationship size, identifying cross-sell opportunities, and tailoring financial products to client needs within a BFSI environment, ensuring high standards of service for HNI clientele.
Responsible for including HNI customers into the Preferred programme and offering them a superior customer
experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products
Role Category: BFSI, Investments & Trading - Other
UG: Any Graduate
Skills highlighted with ‘‘ are preferred keyskills