Wealth Relationship Manager / Relationship Manager - Top Bank

GIPS Consultancy; Lucknow; On-site; INR 800,000 - 1,400,000; Full time

Job summary

GIPS Consultancy in Lucknow is seeking a dedicated professional to onboard HNI clients into the Preferred program, delivering a superior customer experience and building a profitable relationship.

The role focuses on cross-selling bank products according to client needs, operating in a wealth management context with emphasis on service quality and compliance.

Responsibilities

• Include HNI customers into the Preferred program and tailor services.
• Offer superior customer experience to strengthen profitability of the relationship.
• Cross-sell bank products based on customer needs.

Education

UG: 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