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Senior Relationship Manager

1 month ago

Bengaluru, Karnataka, India ConsultBae India Private limited Full time
Job Title: Senior Relationship Manager

Join ConsultBae India Private Limited as a Senior Relationship Manager and take on a challenging role that requires building and nurturing strong, long-lasting relationships with high net worth clients. As a key member of our team, you will 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:
    • Acquire and handle a group of high net worth exclusive clients.
    • Profile customers and provide financial products to meet their 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 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.
    • Acquire new accounts from group collaborations and assist the Head RM in executing successful micro-events for the acquisition of new 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. We are based in Mumbai and have over 100 branches across the country. Our company offers consumer loans, wealth management, commercial finance, and infrastructure finance among others. We are a subsidiary of Tata Sons Limited and are committed to providing exceptional client service and delivering high-quality financial solutions.