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GIPS Consultancy in Indore, India, seeks a role focused on high-net-worth client management within the Preferred programme. You will identify and include HNI customers, delivering a superior experience to strengthen the relationship and increase profitability for the firm.
The role emphasizes growing the relationship size through cross-selling the right financial products, ensuring compliance and excellent service.
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
Education
UG: Any Graduate
Key Skills
Skills highlighted with ‘‘ are preferred keyskills