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Senior Wealth Manager
1 month ago
At ConsultBae India Private Limited, we are seeking a highly skilled Senior Wealth Manager to join our team. As a Senior Wealth 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 clients, provide financial products to meet customer needs, and deepen relationships through cross-selling and upselling.
- Marketing and Business Development: Assist in the development and implementation of marketing plans for acquiring new customers, formulate acquisition initiatives, and acquire new accounts from group collaborations.
- Financial and Product Expertise: Ensure profitability of the portfolio, generate high income per customer, and stay up-to-date with industry trends, economic developments, and regulatory changes.
About Us:
ConsultBae India Private Limited is a financial and investment service provider in India. We offer a range of services, including consumer loans, wealth management, commercial finance, and infrastructure finance. Our team is committed to delivering exceptional client service and providing expert financial advice to our clients.
