Cluster / Senior / Relationship Manager

ConsultBae India Pvt. Ltd.; Gurugram District; On-site; INR 1,200,000 - 2,100,000; Full time

Job summary

ConsultBae India Pvt. Ltd. seeks a Cluster/Senior/RM - Wealth Management to lead relationships with high-net-worth clients across Mumbai, Pune, Ahmedabad, Baroda, and Surat.

The role demands 10+ years of wealth/relationship experience and a strong track record in client acquisition and service excellence. The Senior Relationship Manager will drive portfolio performance, modelling, and analytics while collaborating with internal teams to deliver compliant investment solutions and superior client

Qualifications

• 10+ years of experience in wealth/relationship management.
• Deep understanding of financial markets and investment products.
• Strong client service and business development skills.

Responsibilities

• Client Acquisition and Relationship Management for HNI clients.
• Cross-selling to broking clients and services based on needs.
• Ensure profitability of portfolios with high income per customer.
• Assist in marketing plans to acquire new customers in the corporate space.
• Collaborate with internal teams to deliver compliant investment solutions.

Skills

Relationship management

Client acquisition

HNI client handling

Financial advisory

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.