Royal RM / Platinum RM - Top Bank

GIPS Consultancy; Khordha; On-site; INR 600,000 - 900,000; Full time

Job summary

GIPS Consultancy is seeking a role in HNW Portfolio Management focused on acquiring, enhancing, and retaining high-net-worth clients within the Preferred programme. The position emphasizes cross-selling the right products and building strong relationships with family accounts to maximize retention and growth.

The ideal candidate will engage HNI clients, onboarding them into premium services and managing an expanding portfolio with a customer-centric approach.

Responsibilities

• Acquire, deepen and retain HNI customers into the Preferred programme.
• Cross-sell suitable products to HNI clients.
• Build and maintain relationships with family accounts to strengthen portfolio.

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