Cluster / Senior / Relationship Manager

ConsultBae India Pvt. Ltd.; India; On-site; INR 4,000,000 - 6,000,000; Full time

Job summary

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

The role requires 10+ years of experience in wealth management and responsibilities spanning client acquisition, relationship management with high-net-worth clients, portfolio performance analysis, and investment advisory. You will develop strategies, cross-sell broking services, and collaborate with internal teams to deliver compliant investment solutions while driving portfolio

Qualifications

• 10+ years of experience in wealth management or related finance.
• Strong client relationship management skills with high-net-worth clients.
• Solid knowledge of financial markets and investment products; ability to cross-sell services.

Responsibilities

• Acquire and manage a portfolio of high-net-worth clients.
• Deepen relationships through cross-selling of broking and related services.
• Ensure profitability of the portfolio by delivering superior client service.
• Support marketing and business development through targeted plans and micro-events.
• Collaborate with internal teams to deliver compliant investment solutions.

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.