Cluster / Senior / Relationship Manager

ConsultBae India Pvt. Ltd.; Mumbai; Presencial; INR 1.500.000 - 2.500.000; Jornada completa

Descripción de la vacante

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

The role requires 10+ years of experience and a mode of work from office (WFO) with 5.5 days weekly. You will build and nurture relationships with high-net-worth clients, provide expert financial guidance, and lead business development, portfolio performance analysis, and related wealth management activities.

Formación

• 10+ years in wealth management or financial services.
• Strong client-facing and relationship-building skills.
• Deep understanding of investment products and portfolio construction.

Responsabilidades

• Client Acquisition and Relationship Management: Address HNI clients for investment requirements through exclusive product bouquet and superior service delivery.
• Marketing and Business Development: Develop and implement plans to acquire new corporate clients and execute micro-events.
• Financial and Product Expertise: Stay updated on trends, markets, and regulatory changes impacting clients.

Conocimientos

Relationship management

HNI client handling

Cross-selling

Financial advisory

Descripción del empleo

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.