Cluster / Senior / Relationship Manager

ConsultBae India Pvt. Ltd.; Pune District; On-site; INR 2,500,000 - 5,000,000; Full time

Job summary

ConsultBae India Pvt. Ltd. is seeking a Senior Relationship Manager – Wealth to build and nurture long-term relationships with high-net-worth clients, offering expert financial advice and personalized wealth solutions.

The role covers business development, portfolio performance analysis, modelling and management, with a strong focus on client service and compliant investment solutions across Mumbai, Pune, Ahmedabad, Baroda, and Surat.

Qualifications

• Minimum 10+ years of experience in wealth management or related roles.
• Proven ability to acquire and manage High Net Worth clients.
• Strong knowledge of financial markets and investment products.

Responsibilities

• Client acquisition and relationship management for HNI clients.
• Deepen relationships by cross-selling to mapped broking clients and services.
• Contribute to marketing plans and corporate space client acquisition.
• Collaborate with internal teams to ensure compliant investment solutions.
• Stay updated on market trends and regulatory changes affecting clients.

Skills

Relationship Management

HNI clients

Portfolio analysis

Business development

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.