Senior Relationship Manager

3 weeks ago


Hyderabad, Telangana, India ConsultBae India Private limited Full time
## Senior Relationship Manager

**Job Summary**

We are seeking a skilled Senior Relationship Manager to join our team at ConsultBae India Private Limited. As a Senior Relationship Manager, you will be 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.

### Key Responsibilities

* Acquire and handle a group of high net worth 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
* Enhance and 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
* Acquire B2C clientele and build a portfolio thereon
* Acquisition assist head RM in executing successful micro-events for the acquisition of new 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

### What We Offer

* Competitive salary and benefits package
* Opportunities for career growth and professional development
* Collaborative and dynamic work environment
* Recognition and rewards for outstanding performance

### Requirements

* 10 years of experience in wealth management or a related field
* Strong understanding of financial markets, investment products, and wealth management principles
* Excellent communication and interpersonal skills
* Ability to build and maintain strong relationships with high net worth clients
* Strong business development and marketing skills
* Ability to work in a fast-paced environment and meet deadlines

### How to Apply

If you are a motivated and experienced professional looking for a new challenge, please submit your resume and a cover letter outlining your qualifications and experience.

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