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GIPS Consultancy seeks a professional to onboard High Net Worth (HNI) customers into the Preferred program, delivering a superior experience and driving profitability through tailored banking solutions. The role emphasizes relationship management and deepening client engagement.
The incumbent will identify customer needs, offer targeted bank products, and ensure a premium, compliant service standard in line with the bank's guidelines.
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
UG: Any Graduate
Skills highlighted with ‘‘ are preferred keyskills