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Senior Relationship Manager
1 month ago
We are seeking a highly skilled and experienced Senior Relationship Manager to join our team at ConsultBae India Private Limited. As a Senior 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, providing them with tailored financial solutions to meet their needs.
- Deepen relationships by cross-selling financial products and services to mapped clients.
- Enhance and retain customer profitability by capturing a larger share of their wallet.
- Marketing and Business Development:
- Assist in the development and implementation of marketing plans to acquire new customers in the corporate space.
- Acquire new accounts from group collaborations and ensure the delivery of accurate and compliant investment solutions to clients.
- Financial and Product Expertise:
- Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.
- Ensure profitability of the portfolio by generating high income per customer.
ConsultBae India Private Limited is a leading financial and investment service provider in India. We offer a range of financial services, including consumer loans, wealth management, commercial finance, and infrastructure finance. Our team is committed to delivering exceptional client service and providing tailored financial solutions to meet the needs of our high net worth clients.
We are looking for a highly skilled and experienced Senior Relationship Manager to join our team. If you have a passion for building strong relationships with high net worth clients and providing expert financial advice, we encourage you to apply for this exciting opportunity.