Royal RM / Platinum RM - Top Bank

GIPS Consultancy; Indore District; On-site; INR 800,000 - 1,800,000; Full time

Job summary

HNW Portfolio Management in Indore seeks a professional to manage high-net-worth client relationships, focusing on acquiring, enhancing, deepening and retention within the Preferred programme.

You will drive cross-selling of appropriate products, nurture family accounts, and build lasting relationships with HNI clients while coordinating with BFSI, Investments & Trading activities.

Qualifications

• UG: Any Graduate

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