Wealth Management Specialist

4 weeks ago


Indore, Madhya Pradesh, India ConsultBae India Private limited Full time
Job Title: Wealth Management Specialist

ConsultBae India Private Limited is seeking a skilled Wealth Management Specialist to join our team. As a key member of our wealth management team, 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.
    • Profiling customers and providing financial products to meet customer needs.
    • Deepen the relationship by cross-selling to mapped broking clients and services according to customer needs.
    • Enhance and retain customer profitability by capturing a larger share of the 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.
    • Acquire new accounts from group collaborations.
  • 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 ConsultBae India Private Limited: We are a financial and investment service provider in India, with a strong presence across the country. Our team is committed to delivering exceptional client service and providing expert financial advice to our high net worth clients.



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