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Relationship Manager

1 month ago

Surat, Gujarat, India ConsultBae India Private limited Full time
Job Title: Relationship Manager

We are seeking a skilled Relationship Manager to join our team at ConsultBae India Private Limited. As a Relationship Manager, you 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, providing them with tailored financial solutions to meet their needs.
    • Deepen relationships by cross-selling financial products and services to mapped clients.
    • Enhance customer profitability by capturing a larger share of wallet.
  • Marketing and Business Development:
    • Assist in the development and implementation of marketing plans to acquire new customers in the corporate space.
    • Acquire new accounts and collaborate with internal teams to ensure delivery of accurate and compliant investment solutions.
  • Financial and Product Expertise:
    • Stay up-to-date with industry trends, economic developments, and regulatory changes that impact clients' financial positions.
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 building long-term relationships with our clients.

We are looking for a skilled and experienced Relationship Manager to join our team. If you have a passion for building strong relationships and providing expert financial advice, we encourage you to apply for this exciting opportunity.