Cluster / Senior / Relationship Manager

ConsultBae India Pvt. Ltd.; Dadri; On-site; INR 3,500,000 - 5,500,000; Full time

Job summary

ConsultBae India Pvt. Ltd. is seeking a Cluster/Senior RM - Wealth Management for Mumbai, Ahmedabad, and Vadodara.

The role demands 10+ years of experience and a deep understanding of financial markets, investment products, and client service excellence. You will lead business development, portfolio performance analysis, modelling, and financial analytics to deliver bespoke wealth solutions. You will acquire and manage high-net-worth clients, cross-sell relevant broking services, and collaborate

Qualifications

• 10+ years of wealth management experience.
• Strong knowledge of financial markets and investment products.
• Excellent client service and communication skills.
• Ability to analyse portfolios and optimise performance.

Responsibilities

• Acquire HNI clients and manage investment requirements.
• Handle a group of HNI clients and deepen relationships.
• Cross-sell broking services to mapped clients.
• Ensure portfolio profitability by generating income per customer.
• Assist in marketing plans and new corporate acquisitions.
• Collaborate with internal teams to deliver compliant investment solutions.

Skills

Relationship management

HNI client handling

Financial advisory

Portfolio analysis

Cross-selling

Business development

Market insights

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.