Senior Wealth Strategist

2 weeks ago

Surat, Gujarat, India ConsultBae India Private limited Full time
Job Title: Senior Relationship Manager

ConsultBae India Private Limited seeks a highly skilled and experienced 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 management solutions.

Key Responsibilities:Client Acquisition and Relationship Management:
  • Acquire and handle a group of 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 the wallet.
  • Ensure profitability of the portfolio: Generate high income per customer.
  • Acquire new customers who meet product criteria through cross-referral.
  • Actively network and seek referrals to expand the client base and contribute to business growth targets.
Marketing and Business Development:
  • Assist in 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 micro-events for the acquisition of new clients.
  • Acquire new accounts from group collaboration 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 up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.
About Us:

Tata 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 Non-Banking 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.

The ideal candidate should possess excellent communication, interpersonal, and financial analytical skills. Knowledge of financial markets, risk management, and product expertise is also essential. If you are a motivated and results-driven individual with a passion for wealth management, we encourage you to apply for this exciting opportunity.

Required skills include financial services knowledge, business analytics, product expertise, client acquisition, customer acquisition, wealth management knowledge, market credibility, SIP, interpersonal skills, financial markets, market credibility enhancement, risk management, risk policies adherence, communication, financial advisory, asset allocation, market research, AIF, marketing skills, wealth products, client management, wealth management, portfolio services, AIF fund management, risk policies, wealth products understanding, marketing, financial analysis, listening skills, PMS, private wealth, MF, company knowledge, sales strategies, investment trends analysis, MIS reporting, market analysis, investment products, SIP book, client servicing, sales, relationship management, business development, revenue generation, asset management, private wealth management, business development skills, communication skills, wealth, financial needs understanding, portfolio management

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