Senior Wealth Manager

4 weeks ago


Indore, Madhya Pradesh, India ConsultBae India Private limited Full time
Job Description

Job Title: Senior Wealth Manager

Company: ConsultBae India Private Limited

Job Summary:

We are seeking a highly skilled and experienced Senior Wealth Manager to join our team. The successful candidate will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions.

Key Responsibilities:

  • Client Acquisition and Relationship Management:
    • Acquire and handle a group of high net worth 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. The company is based in Mumbai and has more than 100 branches across the country. The firm offers consumer loans, wealth management, commercial finance, and infrastructure finance among others.



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