Wealth Relationship Manager / Relationship Manager - Top Bank
GIPS Consultancy
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Job summary
GIPS Consultancy is seeking a Banking Relationship Specialist to onboard HNI clients into the Preferred segment and deliver a superior customer experience designed to strengthen profitability.
The role includes cross-selling bank products aligned to customer needs within the Trading, Asset & Wealth Management space. Education minimum UG graduate; prior exposure to high-net-worth clients is preferred.
Responsibilities
- Responsible for including HNI customers into the Preferred program and offering a superior customer experience to enhance the profitability of the relationship.
- Cross selling products of the bank based on the customer need.
Education
Job description
Responsible for including HNI customers into the Preferred and offering them a superior customer
experience to enhance the profitability of the relationship
Cross selling products of the bank based on the customer need
Role Category: Trading, Asset & Wealth Management
Education
UG: Any Graduate
Key Skills
Skills highlighted with ‘‘ are preferred keyskills
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