Cluster / Senior / Relationship Manager

ConsultBae India Pvt. Ltd.; Kolkata District; On-site; INR 1,800,000 - 2,800,000; Full time

Job summary

ConsultBae India Pvt. Ltd. is seeking a Cluster/Senior/RM - Wealth Management for multiple major cities in India, including Mumbai, Pune, Ahmedabad, Baroda, and Surat.

The role demands 10+ years of experience and a focus on high-net-worth client relationships with a comprehensive wealth-mgmt approach. The Senior Relationship Manager will drive client acquisition, portfolio performance analysis, and cross-functional collaboration to design exclusive investment solutions and ensure superior

Qualifications

• 10+ years of experience in wealth management.
• Proven ability in client acquisition and relationship management.
• Experience with high-net-worth client servicing.

Responsibilities

• Lead client acquisition and relationship management for HNI clients.
• Drive marketing and business development through corporate collaborations.
• Provide financial insights and product expertise to clients.

Skills

Relationship management

Client acquisition

HNI clients

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.