Royal RM / Platinum RM - Top Bank

GIPS Consultancy

Mumbai

On-site

INR 900,000 - 1,500,000

Full time

4 days ago

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Job summary

GIPS Consultancy is seeking a dedicated professional for HNW Portfolio Management. The role focuses on acquiring, enhancing, deepening and retaining high-net-worth customers within the Preferred programme.

You will be responsible for including HNI customers into the programme and offering them superior cross-selling of the right products to build lasting client relationships. The position involves managing high-value client relationships, identifying suitable financial solutions, and

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

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