Cluster / Senior / Relationship Manager

ConsultBae India Pvt. Ltd.; New Delhi; On-site; INR 800,000 - 1,100,000; Full time

Job summary

ConsultBae India Pvt. Ltd. is seeking a Senior Relationship Manager - Wealth for Mumbai, Ahmedabad, and Vadodara. You will build and nurture relationships with high-net-worth clients, provide expert financial advice, and tailor wealth management solutions to individual needs.

The role encompasses business development, portfolio performance review, portfolio modelling, and financial analysis, with a focus on delivering exceptional client service and scalable wealth strategies.

Qualifications

• 10+ years of experience in wealth management/relationship management in financial services.
• Strong understanding of high-net-worth client needs and investment products.
• Proven ability to acquire and manage premium client portfolios.

Responsibilities

• Client Acquisition and Relationship Management: address HNI clients for investment requirements and deliver superior service.
• Acquire and manage a group of HNI clients and deepen relationships through cross-selling.
• Ensure portfolio profitability by generating income per customer.
• Marketing and Business Development: support marketing plans and acquire new corporate clients.
• Collaborate with internal teams to provide accurate and compliant investment solutions.
• Stay updated on industry trends, economics, and regulatory changes that could affect clients' positions.

Skills

Client relationship management

HNI clients handling

Cross-selling

Market/Portfolio analysis

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.