Wealth Relationship Manager / Relationship Manager - Top Bank

GIPS Consultancy; Pune District; On-site; INR 800,000 - 1,200,000; Full time

Job summary

GIPS Consultancy in Pune seeks a relationship specialist focused on high-net-worth clients to onboard them into the Preferred program and deliver a superior customer experience. You will drive cross-selling of bank products based on client needs to strengthen profitability and deepen the relationship.

The role emphasizes high-quality service, trust-building with HNI clients, and consistent achievement of cross-sell targets within a wealth management context.

Qualifications

• Responsible for onboarding HNI customers into the Preferred program and delivering a superior customer experience to enhance profitability.
• Cross selling bank products based on customer need.

Responsibilities

• Onboard HNI clients into Preferred and ensure a premium client experience.
• Drive cross-selling of bank products aligned with client needs to grow wallet share.

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