Cluster / Senior / Relationship Manager

ConsultBae India Pvt. Ltd.; Ahmedabad District; Presencial; INR 1.200.000 - 2.400.000; Jornada completa

Descripción de la vacante

ConsultBae India Pvt. Ltd. seeks a Cluster/Senior Relationship Manager in Wealth Management to oversee relationships with high-net-worth clients across Kolkata, Jamshedpur, Ranchi and Bhubaneswar. The role focuses on providing expert wealth advice, portfolio modelling, and tailored investment strategies.

The candidate will drive business development, portfolio performance analysis, and stakeholder collaboration to deliver superior client service and profitable outcomes.

Formación

• 10+ years of experience in wealth management or related financial services.
• Strong client relationship and communication skills.
• Knowledge of investment products and financial markets.

Responsabilidades

• Acquire and manage relationships with high-net-worth (HNI) clients.
• Provide personalized wealth management advice and investment solutions.
• Cross-sell broking services and other financial products to existing clients.
• Ensure profitability of client portfolios and deliver high service standards.
• Collaborate with internal teams to deliver compliant investment solutions.

Descripción del empleo

Cluster/Senior/RM - Wealth Management (Kolkata, Jamshedpur, Ranchi and Bhubaneswar)

Experience: 10+ Years

Mode: WFO- 5.5 days

Location: Kolkata, Jamshedpur, Ranchi and Bhubaneswar

Job Purpose:

The Senior Relationship Manager - Wealth is responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. This role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The role encompasses Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management, Business Analytics, and Financial Analyst responsibilities.

Responsibilities:

• Client Acquisition and Relationship Management:
• Address HNI clients for investment requirements through exclusive product bouquet and superior service delivery.
• Acquisition and handling of a group of HNI (High Net Worth Exclusive) Clients.
• Deepen the relationship by cross-selling to mapped broking clients and services according to customer needs.
• Ensure profitability of the portfolio by generating high Income per Customer.
• Marketing and Business Development:
• Assist in the development and implementation of marketing plans for acquiring new customers in the corporate space.
• Acquire new accounts from group collaborations and execute successful micro-events for the acquisition of new clients.
• Collaborate within the internal teams to ensure the delivery of accurate and compliant investment solutions to clients.
• Financial and Product Expertise:
• Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.