Cluster / Senior / Relationship Manager

ConsultBae India Pvt. Ltd.; Hyderabad; Vor Ort; INR 2.500.000 - 4.000.000; Vollzeit

Zusammenfassung

ConsultBae India Pvt. Ltd. is seeking a Cluster/Senior/RM - Wealth Management to manage relationships with high-net-worth clients across Mumbai, Pune, Ahmedabad, Baroda, and Surat. The role requires 10+ years of experience and is offered as a WFO position with a 5.5-day workweek.

The Senior Relationship Manager will lead client acquisition, portfolio management, and strategic guidance, delivering tailored wealth solutions and superior service to affluent clients in a dynamic market environment.

Qualifikationen

• 10+ years of experience in wealth management.
• Strong knowledge of financial markets and investment products.

Aufgaben

• Client Acquisition and Relationship Management: address HNI clients for investment requirements through exclusive product bouquet and superior service delivery.
• Marketing and Business Development: assist in the development and implementation of marketing plans for acquiring new customers in the corporate space and execute micro-events for client acquisition.
• Financial and Product Expertise: stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.

Jobbeschreibung

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.