Cluster / Senior / Relationship Manager

ConsultBae India Pvt. Ltd.; Bengaluru; On-site; INR 1,500,000 - 2,600,000; Full time

Job summary

ConsultBae India Pvt. Ltd. seeks a Senior Relationship Manager – Wealth Management to build and nurture relationships with high-net-worth clients in Mumbai, Ahmedabad and Vadodara.

You will provide expert financial guidance and tailored wealth solutions, leveraging deep markets knowledge and an exclusive product bouquet. The role covers business development, portfolio analysis, modelling and management, and close collaboration with internal teams to deliver compliant investment solutions and

Qualifications

• Proven ability to manage high-net-worth client relationships.
• Experience in alliance and cross-sell of financial products.
• Strong understanding of wealth management and markets.

Responsibilities

• Client Acquisition and Relationship Management for HNI clients.
• Cross-sell to mapped broking clients and services.
• Develop and implement marketing plans to acquire new clients.

Skills

Relationship management

Client acquisition

Cross-selling

Financial markets knowledge

Strategic thinking

Job description

Cluster/Senior/RM - Wealth Management (Mumbai,Ahmedabad and Vadodara)

Experience: 10+ Years

Mode: WFO- 5.5 days

Location: Mumbai,Ahmedabad and Vadodara

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.