Relationship Manager

3 weeks ago


Indore, Madhya Pradesh, India ConsultBae India Private limited Full time
About the Role

We are seeking a skilled Relationship Manager to join our team at ConsultBae India Private Limited. As a key member of our wealth management team, you will be responsible for building and nurturing strong, long-lasting 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
    • Profile customers and provide 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 the 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
    • Assist the Head RM in executing successful micro-events for the acquisition of new clients
    • Acquire new accounts from group collaborations
  • 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
Requirements
  • Minimum 5 years of experience in wealth management or a related field
  • Strong understanding of financial markets, investment products, and risk management
  • Excellent communication and interpersonal skills
  • Ability to work in a team environment and collaborate with internal teams
  • Strong analytical and problem-solving skills
  • Ability to stay up-to-date with industry trends and regulatory changes
About Us

ConsultBae India Private Limited is a leading financial and investment services provider in India. We offer a range of services, including consumer loans, wealth management, commercial finance, and infrastructure finance. Our team is dedicated to providing expert financial advice and personalized wealth management solutions to our high net worth clients.


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