Senior Relationship Manager
3 weeks ago
As a Senior 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 primary goal will be to provide expert financial advice and personalized wealth management solutions to help clients achieve their short-term and long-term investment goals.
Key Responsibilities:
• Profiling customers and providing financial products to meet customer needs
• Deepening relationships by cross-selling to mapped broking clients and services according to customer needs
• Enhancing and retaining customer profitability by capturing a larger share of the wallet
• Ensuring profitability of the portfolio by generating high income per customer
• Acquiring new customers who meet product criteria through cross-referral
• Actively networking and seeking referrals to expand the client base and contribute to business growth targets
Requirements:
• Strong understanding of financial markets, investment products, and risk management
• Excellent communication and interpersonal skills
• Ability to stay up-to-date with industry trends, economic developments, and regulatory changes
• Strong business development and marketing skills
• Ability to work in a fast-paced environment and meet business growth targets
About Us:
ConsultBae India Private Limited is a leading 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 helping our clients achieve their financial goals.
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