Wealth Management Specialist

2 weeks ago


Surat, Gujarat, India ConsultBae India Private limited Full time
Job Purpose

The purpose of this role is to build and maintain strong, long-lasting relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions.

Key ResponsibilitiesClient Acquisition and Relationship Management
  • Acquire and handle a group of high net worth clients, providing them with tailored financial products and services.
  • Deepen relationships by cross-selling to mapped clients and services according to their needs.
  • Enhance and retain customer profitability by capturing a larger share of their 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 the Head RM in executing successful micro-events for the acquisition of new clients.
  • Acquire new accounts from groups and collaborate within internal teams to ensure delivery of accurate and compliant investment solutions to clients.
Financial and Product Expertise
  • Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.
  • Ensure profitability of the portfolio by generating high income per customer.
About the Company

Tata Capital Limited is a financial and investment service provider in India, offering consumer loans, wealth management, commercial finance, and infrastructure finance among others.



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