Senior Relationship Manager

4 weeks ago


Hyderabad, Telangana, India ConsultBae India Private limited Full time
Job Description

Job Title: Senior Relationship Manager

Company: ConsultBae India Private Limited

Location: Hyderabad

Job Type: Full-time

Experience: 10 years

About the Role:

The Senior Relationship Manager 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:

  • Client Acquisition and Relationship Management:
    • Acquire and handle a group of HNI clients for investment requirements through exclusive product bouquets and superior service delivery.
    • Profiling customers and providing financial products to meet customer needs.
    • 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 group collaborations and work within internal teams 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.

Requirements:

  • 10 years of experience in wealth management, financial services, or a related field.
  • Strong understanding of financial markets, investment products, and risk management.
  • Excellent communication and interpersonal skills.
  • Ability to work in a team environment and collaborate with internal teams.
  • Strong business development and marketing skills.
  • Ability to stay up-to-date with industry trends and regulatory changes.

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.



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