Royal RM / Platinum RM - Top Bank

GIPS Consultancy; Bengaluru; On-site; INR 600,000 - 1,200,000; Full time

Job summary

GIPS Consultancy is seeking a specialist in HNW Portfolio Management in Bengaluru to onboard, grow and retain high-net-worth clients within the Preferred programme. The role focuses on enhancing client relationships and tailoring cross-sell opportunities to this segment.

The candidate will be responsible for acquiring and deepening relationships with HNI clients, offering suitable products, and maintaining family account relationships in a dynamic BFSI environment.

Qualifications

• UG: Any Graduate

Responsibilities

• Acquiring, enhancing, deepening and retention of HNI customers into the Preferred programme.
• Cross-selling the right products to HNI clients.
• Building and maintaining relationships with family accounts.

Skills

HNW Portfolio Management

Education

Any Graduate

Job description

Posted: 2 days ago Openings: 10 Applicants: Less than 10

HNW Portfolio Management
Acquiring, Enhancing, Deepening and
Retention Responsible for including HNI customers into the Preferred programme and offering them a superior customer cross selling the
right products acquiring family a/c’s relationship

Role Category: BFSI, Investments & Trading - Other

Education

UG: Any Graduate

Key Skills

Skills highlighted with are preferred keyskills