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Senior Relationship Manager

2 months ago

Chennai, Tamil Nadu, India ConsultBae India Private limited Full time

About the Role
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, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service.

Key Responsibilities

  • Client Acquisition and Relationship Management
    • Acquire and handle a group of HNI (High Net Worth Exclusive) clients.
    • Profile customers and provide 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.
    • This role is to acquire B2C clientele and build a portfolio thereon.
    • Acquire new accounts from group collaboration and assist the Head RM in executing successful micro-events for the acquisition of new clients.
    • Acquire new accounts from group collaboration and collaborate within internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients.
  • 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 the Company
ConsultBae India Private Limited is a financial and investment service provider in India. The company is based in Mumbai and has over 100 branches across the country. The firm offers consumer loans, wealth management, commercial finance, and infrastructure finance, among others.