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GIPS Consultancy in New Delhi seeks a professional to onboard HNI customers into the Preferred programme and provide a superior client experience to grow profitability and relationship size.
The role involves cross-selling the right investment products, understanding client needs, and delivering personalized service in coordination with the Investments & Trading team, while upholding strict compliance standards.
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