Senior Relationship Manager
3 weeks ago
About the Role:
As a Relationship Manager at ConsultBae India Private Limited, you will be responsible for building and nurturing strong, long-lasting relationships with high net worth clients. Your role will involve providing expert financial advice and personalized wealth management solutions to help clients achieve their short-term and long-term investment goals.
Key Responsibilities:
- Client Acquisition and Relationship Management:
- 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 wallet
- Ensure profitability of the portfolio: Generate high income per customer
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
Financial and Product Expertise:
- 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. It offers consumer loans, wealth management, commercial finance, and infrastructure finance among others.
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