Cluster / Senior / Relationship Manager

ConsultBae India Pvt. Ltd.; Greater Noida; On-site; INR 1,500,000 - 3,600,000; Full time

Job summary

ConsultBae India Pvt. Ltd. seeks a Cluster/Senior/RM - Wealth Management to lead relationships with high-net-worth clients in Mumbai, Ahmedabad, and Vadodara. The role emphasizes strategic advisory, portfolio performance analysis, and tailored wealth solutions with a focus on client service excellence.

With 10+ years of experience, you will drive business development, portfolio modelling and management, while ensuring compliance and strong cross-functional collaboration across internal teams.

Qualifications

• Build and maintain relationships with high-net-worth clients.
• Provide expert financial advice and wealth management solutions.
• Stay updated with market trends and regulatory changes.

Responsibilities

• Client Acquisition and Relationship Management for HNI clients.
• Acquire and manage a group of HNI clients and cross-sell services.
• Develop marketing plans to acquire corporate clients and events.
• Collaborate with internal teams to offer compliant investment solutions.
• Drive profitability by enhancing income per customer.
• Maintain up-to-date knowledge of markets and products.

Skills

Client Acquisition

Relationship Management

HNI clientele

Wealth Advisory

Cross-selling

Portfolio Management

Marketing Plan

Financial Analysis

Regulatory Awareness

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.