Cluster / Senior / Relationship Manager

ConsultBae India Pvt. Ltd.; Faridabad District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

ConsultBae India Pvt. Ltd. is seeking a Cluster/Senior/RM - Wealth Management for Mumbai, Pune, Ahmedabad, Baroda, Surat.

The Senior Relationship Manager will build and nurture long-term relationships with high-net-worth clients, offering expert financial advice and personalized wealth management solutions. Involves business development, portfolio performance analysis, modeling, and analytics. The role requires extensive knowledge of financial markets and investment products, with

Qualifications

• 10+ years of experience in wealth management or financial services.
• Proven ability to acquire and manage HNI clients.
• Strong understanding of investment products and capital markets.

Responsibilities

• Build and nurture long-term relationships with high-net-worth clients.
• Drive client acquisition and cross-sell to existing portfolios.
• Provide expert financial advice and wealth management solutions to clients.

Skills

Relationship management

HNI clients

Portfolio analysis

Business development

Job description

Cluster/Senior/RM - Wealth Management (Mumbai ,Pune, Ahmedabad, Baroda, Surat)

Experience: 10+ Years

Mode: WFO- 5.5 days

Location: Mumbai ,Pune, Ahmedabad, Baroda, Surat

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.