Senior Relationship Manager

3 weeks ago

Coimbatore, India ConsultBae India Private limited Full time
Role Senior Relationship Manager

Wealth (

Coimbatore)

Experience

10 Years

Mode

WFO 5.5 days

Location

CoimbatoreJob Purpose The purpose of the job is to be responsible for building and nurturing strong longlasting relationships with highnetworth clients providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets investment products and a commitment to delivering exceptional client service. The person will also be responsible for Business Development Portfolio Performance Analysis Portfolio Modelling Portfolio Management and Business Analytics Financial Analyst Wealth ManagementResponsibilities:Client Acquisition and Relationship Management:Address HNI clients for investment requirements through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his shortterm and longterm investment goals via proper profiling and offering of Debt products StructuresEquities MFs and Fundbased Real Estate products and other Investment products.

Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.Profiling Customers and providing financial products to meet customer needs.Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs.To Enhance & Retain customer profitability by capturing a larger share of Wallet.Ensure profitability of the portfolio: Generate high Income per Customer.Acquire new customers who meet product criteria through crossreferral.Actively network and seek referrals to expand the client base and contribute to business growth targets.

Marketing and Business Development:

Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.This role is to acquire B2C clientele & build a portfolio thereon.Acquisition

Assist Head RM in executing successful microevents for the acquisition of new clients.Acquire new accounts from group Collaborate within the internal teams including research investment and compliance to ensure the delivery of accurate and compliant investment solutions to clients.

Financial and Product Expertise:

Ensure profitability of the portfolio: Generate high Income per Customer.Stay uptodate with industry trends economic developments and regulatory changes that could impact clients' financial positions.

About CompanyTata Capital Limited is a financial and investment service provider in India. The company is based in Mumbai and has more than 100 branches across the country. The firm offers consumer loans wealth management commercial finance and infrastructure finance among others.Tata Capital a subsidiary of Tata Sons Limited was established in the year 2007. It is the financial services arm of the USD 108 billion Tata Group. It is a holding company of Tata Capital Financial Services Limited (TCFSL) Tata Securities Limited and Tata Capital Housing Finance Limited.The company is registered with the Reserve Bank of India (RBI) as a Systematically Important Deposit Accepting NonBanking Financial Company. Tata Capital offers services like commercial finance investment banking consumer loans private equity treasury advisory and credit cards. It serves corporate retail and institutional customers through its wholly owned subsidiary TCFSL. business development,portfolio modelling,asset allocation,private wealth,portfolio services,product expertise,pms,sales strategies,financial markets,interpersonal skills,listening skills,sales,relationship management,client acquisition,aif fund management,portfolio performance analysis,aif,private wealth management,marketing skills,sip book,financial analyst,revenue generation,market credibility,wealth,client management,risk policies,financial advice,business development skills,mis reporting,financial advisory,asset management,customer acquisition,mf,market research,wealth products understanding,market credibility enhancement,company knowledge,financial needs understanding,wealth management,market analysis,risk management,business analytics,financial services knowledge,financial analysis,investment trends analysis,communication skills,communication,investment products,financial expertise,sip,wealth management knowledge,risk policies adherence,wealth products,marketing,client servicing,portfolio management

  • Senior Relationship Manager

    7 days ago

    Coimbatore, Tamil Nadu, India ConsultBae India Private limited Full time

    Job Title: Senior Relationship ManagerAt ConsultBae India Private Limited, we are seeking a highly skilled Senior Relationship Manager to join our team. As a Senior Relationship Manager, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth...

  • Senior Relationship Manager

    2 weeks ago

    Coimbatore, Tamil Nadu, India ConsultBae India Private limited Full time

    Senior Relationship Manager Job DescriptionAbout the Role:The Senior Relationship Manager will be responsible for building and maintaining strong, long-lasting relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions.Key Responsibilities:Client Acquisition and Relationship Management:...

  • Senior Relationship Manager

    4 weeks ago

    Coimbatore, Tamil Nadu, India ConsultBae India Private limited Full time

    Job Title: Senior Relationship ManagerWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at ConsultBae India Private Limited. As a Senior Relationship Manager, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and...

  • Senior Relationship Manager

    4 weeks ago

    Coimbatore, Tamil Nadu, India ConsultBae India Private limited Full time

    Job Title: Senior Relationship ManagerJob Summary:We are seeking a highly skilled and experienced Senior Relationship Manager to join our team. As a key member of our wealth management team, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized...

  • Senior Relationship Manager

    2 weeks ago

    Coimbatore, Tamil Nadu, India ConsultBae India Private limited Full time

    Job DescriptionJob Title: Senior Relationship ManagerCompany: ConsultBae India Private LimitedLocation: CoimbatoreJob Type: Full-timeExperience: 10 yearsJob Purpose: To build and nurture strong, long-lasting relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions.Key...

  • Senior Relationship Executive

    6 days ago

    Coimbatore, Tamil Nadu, India ConsultBae India Private limited Full time

    Job Purpose: The Senior Relationship Manager 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. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering...

  • Senior Relationship Manager

    1 month ago

    coimbatore, India ConsultBae India Private limited Full time

    Role Senior Relationship Manager Wealth ( Coimbatore)Experience 10 YearsMode WFO 5.5 daysLocation CoimbatoreJob PurposeThe purpose of the job is to be responsible for building and nurturing strong longlasting relationships with highnetworth clients providing them with expert financial advice and personalized wealth management solutions. The role requires...

  • Senior Relationship Manager

    2 months ago

    Coimbatore, India ConsultBae India Private limited Full time

    Role Senior Relationship Manager Wealth ( Coimbatore)Experience 10 YearsMode WFO 5.5 daysLocation CoimbatoreJob PurposeThe purpose of the job is to be responsible for building and nurturing strong longlasting relationships with highnetworth clients providing them with expert financial advice and personalized wealth management solutions. The role requires...

  • Senior Relationship Manager

    3 weeks ago

    coimbatore, India ConsultBae India Private limited Full time

    Role Senior Relationship Manager Wealth ( Coimbatore) Experience 10 Years Mode WFO 5.5 days Location Coimbatore Job Purpose The purpose of the job is to be responsible for building and nurturing strong longlasting relationships with highnetworth clients providing them with expert financial advice and personalized wealth management solutions. The role...

  • Relationship Manager

    4 weeks ago

    Coimbatore, Tamil Nadu, India DBS Bank Full time

    Job Title: Relationship ManagerDBS Bank is seeking a skilled Relationship Manager to join our team in India. As a key member of our SME Banking team, you will be responsible for building and maintaining relationships with existing and new clients, identifying business opportunities, and delivering exceptional customer service.Key Responsibilities:Source new...

  • Relationship Manager

    5 months ago

    Coimbatore, India IDFC FIRST Bharat Ltd Full time

    Company OverviewIDFC FIRST Bharat Ltd is dedicated to empowering women and families through financial services and holistic empowerment initiatives in rural areas.Job OverviewRelationship Manager role at IDFC FIRST Bharat Ltd, a subsidiary of IDFC FIRST Bank, offering financial services to underserved rural women in 5 states. Full-Time position in...

  • Relationship Manager

    4 weeks ago

    Coimbatore, Tamil Nadu, India DBS Bank Full time

    Job Title: Relationship ManagerDBS Bank is seeking a skilled Relationship Manager to join our team in India. As a key member of our SME, India, IBG4 department, you will be responsible for acquiring and building a well-diversified portfolio within the IBG 4 segment.Key Responsibilities:Source new to bank asset relationships within the IBG 4 segment, aligned...

  • Relationship Manager

    7 months ago

    Coimbatore, India TMI NETWORK Full time

    Understand customer needs and develop plans to address themIdentify key staff in client companies to cultivate profitable relationshipsResolve customer complaints quickly and effectivelyForward upselling and cross-selling opportunities to the sales teamPromote high-quality sales, supply, and customer service processesAim to preserve customers and renew...

  • Senior Wealth Manager

    3 weeks ago

    Coimbatore, Tamil Nadu, India ConsultBae India Private limited Full time

    Job Title: Senior Wealth ManagerAt ConsultBae India Private Limited, we are seeking a highly skilled Senior Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth management...

  • Senior Relationship Manager

    2 months ago

    Coimbatore, India ConsultBae India Private limited Full time

    Role Senior RelationshipManager Wealth (Coimbatore)Experience10 YearsModeWFO 5.5daysLocationCoimbatoreJobPurposeThe purpose of the jobis to be responsible for building and nurturing strong longlastingrelationships with highnetworth clients providing them with expertfinancial advice and personalized wealth management solutions. Therole requires a deep...

  • Relationship Officer

    5 months ago

    Coimbatore, India HDB Financial Services Full time

    *Urgent Requirement* Company Name: *HDB FINANCIAL SERVICES Ltd* Position: *Sales Officer & Senior Sales Officer* Qualification: *12th or Any Graduation* Experience: *Fresher or one Year in Finance field* Product : *PL,LAP,LAG & Home Loan* Location: *Coimbatore* No of Positions: *8* Tele calling female -2 Gross Salary: *upto 16000* + *Attractive...

  • Strategic Relationship Manager

    6 days ago

    Coimbatore, Tamil Nadu, India Yubi Group Full time

    About Yubi GroupAt Yubi Group, we're redefining global debt markets by facilitating the flow of finance between borrowers, lenders, and investors. Our platform offers a wide range of debt products and solutions, empowering individuals and organizations to seize opportunities and achieve their financial goals.About the Job:The Relationship Manager-Wealth is a...

  • Business Banking Relationship Manager

    2 weeks ago

    Coimbatore, Tamil Nadu, India DBS Bank Full time

    Key Accountabilities:Source new to bank asset relationships within IBG 4 segment up to T/O of 100 Crore, aligned to Bank Lending Policy.Ensure a good Net Interest Income as well as fee across the portfolio and also ensure regular revenue streams through Cross Sell of Trade, Liabilities, Cash, Treasury, Fee, etc.Play an instrumental role in increasing the...

  • Relationship Development Manager

    6 days ago

    Coimbatore, Tamil Nadu, India Ontrack HR Services Pvt LTD Full time

    Key Responsibilities:As a Relationship Development Manager at Ontrack HR Services Pvt LTD, you will be responsible for developing and maintaining relationships with clients in the AP, Telengana, and Karnataka regions. This will involve identifying business opportunities, building trust with clients, and providing tailored solutions to meet their needs. The...

  • Employment Relationship Manager

    6 days ago

    Coimbatore, Tamil Nadu, India Global Dynamic Talent Solutions Full time

    At Global Dynamic Talent Solutions, we are seeking a highly skilled Sourcing and Achieving Targets professional to join our team as an Employment Relationship Manager.This role is responsible for Supervising the Recruiting Team and ensuring that recruitment processes happen as per TAT till offer release to candidates.The ideal candidate will have experience...