Royal RM / Platinum RM - Top Bank

GIPS Consultancy; Jaipur; On-site; INR 900,000 - 1,500,000; Full time

Job summary

GIPS Consultancy in Jaipur seeks a specialist for HNW Portfolio Management. You will acquire, enhance and retain high-net-worth clients, onboarding them into the Preferred programme and cross-selling suitable products.

You will deepen relationships, assess investment needs, and coordinate with product teams to deliver customized solutions.

The ideal candidate has UG graduation or higher and prior experience in BFSI investments or wealth management.

Education

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