Strategic Client Partner
1 week ago
The purpose of this role is to build and nurture strong, long-lasting relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions. This involves a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service.
Main 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 customer 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 the 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.
• Assist in executing successful micro-events for the acquisition of new clients.
• Acquire new accounts from groups and collaborate within 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 by generating high income per customer.
• Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.
At ConsultBae India Private Limited, we are committed to providing exceptional financial services and solutions to our clients. As a Senior Relationship Manager, you will play a key role in building and maintaining strong relationships with our high net worth clients, providing them with expert financial advice and personalized wealth management solutions. If you have a passion for financial services, exceptional communication skills, and a commitment to delivering outstanding client service, we encourage you to apply for this exciting opportunity.
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