Strategic Wealth Advisor

3 weeks ago


Bengaluru, Karnataka, India ConsultBae India Private limited Full time

Job Description

We are seeking a skilled Strategic Wealth Advisor to join our team at ConsultBae India Private Limited. As a key member of our wealth management division, 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: Address high net worth clients for investment requirements through exclusive product bouquets and superior service delivery to assist the client in achieving their short-term and long-term investment goals via proper profiling and offering of debt products, structures, equities, mutual funds, and fund-based real estate products and other investment products.
  • Profiling Customers and Providing Financial Products: Acquire and handle a group of high net worth exclusive clients, deepen relationships by cross-selling to mapped broking clients and services according to customer needs, enhance and retain customer profitability by capturing a larger share of the wallet, ensure profitability of the portfolio by generating 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, acquire B2C clientele and build a portfolio thereon, assist the Head RM in executing successful micro-events for the acquisition of new clients, acquire new accounts from groups and collaborate within 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 by generating high income per customer, stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.

About Us: ConsultBae India Private 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. We are a subsidiary of Tata Sons Limited and are committed to providing exceptional financial services to our clients.



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