Royal RM / Platinum RM - Top Bank

GIPS Consultancy

Kolkata District

On-site

INR 600,000 - 1,000,000

Full time

3 days ago

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Job summary

GIPS Consultancy is seeking a professional for HNW Portfolio Management to acquire, enhance, deepen and retain high-net-worth clients into the Preferred programme.

You will focus on offering superior cross-selling of suitable products and building lasting relationships, including family accounts, to grow wallet share and loyalty.

Strong communication and relationship-management skills are essential for success in this BFSI role.

Qualifications

UG: Any Graduate

Responsibilities

Acquire, enhance, deepen and retain HNI customers into the Preferred programme.
Offer cross-selling of suitable products and build lasting relationships, including family accounts.

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

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