Royal RM / Platinum RM - Top Bank

GIPS Consultancy; Coimbatore District; On-site; INR 700,000 - 1,300,000; Full time

Job summary

GIPS Consultancy in India seeks a role in HNW Portfolio Management to acquire, enhance, and retain high-net-worth clients by incorporating them into the Preferred programme and offering cross-sell opportunities across suitable products.

You will build relationships with HNI clients, drive retention, and manage family accounts relationships to maximize value.

Qualifications

• UG: Any Graduate

Responsibilities

• Acquire, enhance and deepen HNI relationships; retain clients within the Preferred programme.
• Cross-sell the right products and manage family accounts relationships to maximize value.

Education

UG: Any Graduate

Job description

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