Relationship Manager

6 days ago

Mumbai, Maharashtra, 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.
    • 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:

Tata Capital 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.

We are a subsidiary of Tata Sons Limited and were established in the year 2007. We are the financial services arm of the USD 108 billion Tata Group. We are a holding company of Tata Capital Financial Services Limited (TCFSL), Tata Securities Limited, and Tata Capital Housing Finance Limited.

We are registered with the Reserve Bank of India (RBI) as a Systematically Important Deposit Accepting Non-Banking Financial Company. We offer services like commercial finance, investment banking, consumer loans, private equity, treasury advisory, and credit cards. We serve corporate, retail, and institutional customers through our wholly owned subsidiary TCFSL.

We are committed to delivering exceptional client service and building long-lasting relationships with our clients. If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.

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