Royal RM / Platinum RM - Top Bank

GIPS Consultancy

Chandigarh

Vor Ort

INR 600.000 - 900.000

Vollzeit

Vor 2 Tagen

Sei unter den ersten Bewerbenden

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Zusammenfassung

GIPS Consultancy is seeking a skilled professional to manage HNI portfolios in Chandigarh, focusing on acquiring and retaining high-net-worth clients. The role involves integrating customers into the Preferred programme and offering premium cross-sell opportunities.

The candidate should drive relationship growth, enhance client retention, and deliver superior service with targeted product recommendations for affluent clients.

Qualifikationen

Experience in handling high-net-worth clients preferred.
Ability to cross-sell relevant financial products to premium customers.
Strong relationship-management and communication skills.

Aufgaben

Include HNI customers into the Preferred programme.
Offer superior customer service and cross-sell right products to clients.
Build and deepen relationships to enhance retention and portfolio growth.

Kenntnisse

HNI clients

Cross selling

Relationship management

Ausbildung

UG: Any Graduation

Jobbeschreibung

Posted: 1 day ago Openings: 1 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

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