Wealth Relationship Manager / Relationship Manager - Top Bank

GIPS Consultancy

Coimbatore District

On-site

INR 600,000 - 1,000,000

Full time

2 days ago
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Job summary

GIPS Consultancy is seeking a relationship role focused on HNI customers in the banking segment. The incumbent will ensure high-value clients are integrated into the Preferred program, delivering an enhanced experience and driving profitability. Emphasis on identifying needs and cross-selling suitable bank products.

The role requires strong customer-focus and the ability to tailor services to high-net-worth clients within the Indian banking landscape.

Responsibilities

  • Include HNI customers into the Preferred program and deliver a superior customer experience to enhance profitability of the relationship.
  • Cross-sell bank products based on customer needs.

Skills

HNI Clients
Cross-selling
Customer Experience

Education

Any Graduate

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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