Senior Relationship Manager

5 days ago


Bengaluru, Karnataka, India ConsultBae India Private limited Full time
Job Purpose:
As a Senior Relationship Manager at ConsultBae India Private Limited, you will be responsible for building and nurturing strong, long-lasting relationships with high net worth clients. Your expertise in delivering exceptional client service will enable you to provide personalized wealth management solutions, leveraging your deep understanding of financial markets and investment products.

Responsibilities:
• Profiling customers and providing financial products to meet customer needs.
• Deepening relationships by cross-selling to mapped broking clients and services according to customer needs.
• Enhancing and retaining customer profitability by capturing a larger share of the wallet.
• Ensuring profitability of the portfolio by generating high income per customer.
• Acquiring new customers who meet product criteria through cross-referral.
• Actively networking and seeking referrals to expand the client base and contribute to business growth targets.

About Us:
ConsultBae India Private Limited is a financial and investment service provider in India. Our company is based in Mumbai and has over 100 branches across the country. We offer consumer loans, wealth management, commercial finance, and infrastructure finance among others. Our company is registered with the Reserve Bank of India (RBI) as a Systematically Important Deposit Accepting Non-Banking Financial Company. We serve corporate, retail, and institutional customers through our wholly owned subsidiary.

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