Relationship Manager
3 weeks ago
We are seeking a skilled Relationship Manager to join our team at ConsultBae India Private Limited. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our high net worth clients. Your primary goal will be to provide expert financial advice and personalized wealth management solutions to our clients, helping them achieve their short-term and long-term investment goals.
Key Responsibilities
Client Acquisition and Relationship Management: Address high net worth clients for investment requirements through exclusive product offerings and superior service delivery. 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 the 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 ConsultBae India Private Limited
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. ConsultBae India Private Limited is a holding company of Tata Capital Financial Services Limited (TCFSL) Tata Securities Limited and Tata Capital Housing Finance Limited.
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