Wealth Management Specialist

2 weeks ago

Bengaluru, Karnataka, India ConsultBae India Private limited Full time
Job Title: Relationship ManagerAbout the Role

The Relationship Manager 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 exclusive clients.
    • Profiling customers and providing 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 wallet.
    • Ensure profitability of the portfolio: Generate 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 group collaboration within the 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: Generate 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.

Taking a holistic approach to managing our clients' wealth, we provide a comprehensive range of financial services, including financial planning, investment banking, consumer loans, private equity, treasury advisory, and credit cards. We serve corporate, retail, and institutional customers through our wholly-owned subsidiary, Tata Capital Financial Services Limited.

Our financial services knowledge, product expertise, client acquisition, customer acquisition, wealth management knowledge, market credibility, financial planning, SIP, financial services, interpersonal skills, financial expertise, market credibility enhancement, financial advisory, risk policies adherence, communication, risk management, financial markets, asset allocation, market research, AIF, marketing skills, wealth products, client management, wealth management, regulatory changes awareness, portfolio services, risk policies, AIF fund management, marketing, marketing plans, wealth products understanding, market trends analysis, financial analysis, listening skills, PMS, private wealth, MF, company knowledge, sales strategies, investment trends analysis, investment products knowledge, MIS reporting, investment products, market analysis, SIP book, client servicing, sales, relationship management, business development, revenue generation, asset management, private wealth management, business development skills, acquisition initiatives, communication skills, wealth, financial needs understanding, portfolio management

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