Senior Relationship Manager

2 months ago

Surat, India ConsultBae India Private limited Full time
Role Senior RelationshipManager Wealth(Gujrat)Experience10 YearsModeWFO 5.5daysLocationSurat Ahmedabad andBaroda
JobPurposeThe purpose of the jobis to be responsible for building and nurturing strong longlastingrelationships with highnetworth clients providing them with expertfinancial advice and personalized wealth management solutions. Therole requires a deep understanding of financial markets investmentproducts and a commitment to delivering exceptional client service.The person will also be responsible for Business DevelopmentPortfolio Performance Analysis Portfolio Modelling PortfolioManagement and Business Analytics Financial Analyst WealthManagement
Responsibilities:
ClientAcquisition and RelationshipManagement:
AddressHNI clients for investment requirements through exclusive productbouquet and superior and seamless service delivery to assist theclient in achieving his shortterm and longterm investment goals viaproper profiling and offering of Debt productsStructuresEquities MFs and Fundbased RealEstate products and other Investmentproducts.
  • Acquisition and handling agroup of HNI (High Net Worth Exclusive)Clients.
  • Profiling Customers and providingfinancial products to meet customerneeds.
  • Deepen the relationship by Cross sellingto mapped broking clients and Services according to CustomerNeeds.
  • To Enhance & Retain customerprofitability by capturing a larger share ofWallet.
  • Ensure profitability of the portfolio:Generate high Income per Customer.
  • Acquire newcustomers who meet product criteria throughcrossreferral.
  • Actively network and seekreferrals to expand the client base and contribute to businessgrowthtargets.

Marketingand BusinessDevelopment:
  • Assistingthe development and implementation of marketing plans for acquiringnew customers in the corporate space and formulate acquisitioninitiatives.
  • This role is to acquire B2Cclientele & build a portfoliothereon.
  • Acquisition Assist Head RM inexecuting successful microevents for the acquisition of newclients.
  • Acquire new accounts from groupCollaborate within the internal teams including research investmentand compliance to ensure the delivery of accurate and compliantinvestment solutions toclients.

Financialand ProductExpertise:
  • Ensureprofitability of the portfolio: Generate high Income perCustomer.
  • Stay uptodate with industry trendseconomic developments and regulatory changes that could impactclients' financialpositions.

AboutCompany
TataCapital Limited is a financial and investment service provider inIndia. The company is based in Mumbai and has more than 100branches across the country. The firm offers consumer loanswealth management commercial finance andinfrastructure finance among others.TataCapital a subsidiary of Tata Sons Limited was establishedin the year 2007. It is the financial services arm of theUSD 108 billion Tata Group. It is a holding company ofTata Capital Financial Services Limited (TCFSL) Tata SecuritiesLimited and Tata Capital Housing FinanceLimited.The company is registered with theReserve Bank of India (RBI) as a Systematically ImportantDeposit Accepting NonBanking Financial Company. Tata Capital offersservices like commercial finance investment bankingconsumer loans private equity treasury advisory and creditcards. It serves corporate retail and institutional customersthrough its wholly owned subsidiaryTCFSL.

financial services knowledge,businessanalytics,product expertise,client acquisition,customeracquisition,wealth management knowledge,marketcredibility,sip,interpersonal skills,financial markets,marketcredibility enhancement,risk management,risk policiesadherence,communication,financial advisory,asset allocation,marketresearch,aif,marketing skills,wealth products,clientmanagement,wealth management,portfolio services,aif fundmanagement,risk policies,wealth productsunderstanding,marketing,financial analysis,listeningskills,pms,private wealth,mf,company knowledge,salesstrategies,investment trends analysis,mis reporting,marketanalysis,investment products,sip book,clientservicing,sales,relationship management,businessdevelopment,revenue generation,asset management,private wealthmanagement,business development skills,communicationskills,wealth,financial needs understanding,portfoliomanagement

  • Senior Relationship Manager

    4 weeks ago

    Surat, Gujarat, India ConsultBae India Private limited Full time

    Job Title: Senior Relationship ManagerAt ConsultBae India Private Limited, we are seeking a highly skilled and experienced Senior Relationship Manager to join our team. 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...

  • Senior Relationship Manager

    2 weeks ago

    Surat, Gujarat, India ConsultBae India Private limited Full time

    Job Title: Senior Relationship ManagerAt ConsultBae India Private Limited, we are seeking a highly skilled and experienced Senior Relationship Manager to join our team. As a Senior Relationship Manager, you will be responsible for building and maintaining strong relationships with our high net worth clients, providing them with expert financial advice and...

  • Senior Relationship Manager

    3 weeks ago

    Surat, Gujarat, India ConsultBae India Private limited Full time

    Job Title: Senior Relationship ManagerWe are seeking a highly skilled 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...

  • Senior Relationship Manager

    3 weeks ago

    Surat, Gujarat, India ConsultBae India Private limited Full time

    Job Title: Senior Relationship ManagerWe 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...

  • Senior Relationship Manager

    2 weeks ago

    Surat, Gujarat, India ConsultBae India Private limited Full time

    Job Title: Senior Relationship ManagerJob Summary:ConsultBae India Private Limited is seeking a skilled Senior Relationship Manager to join our team. 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...

  • Senior Relationship Manager

    2 weeks ago

    Surat, Gujarat, India ConsultBae India Private limited Full time

    Job PurposeThe purpose of this role is to establish and maintain strong, long-lasting relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions.Responsibilities:Client Acquisition and Relationship Management:Acquire and handle a group of high net worth exclusive clients.Profile...

  • Senior Content Writer

    2 weeks ago

    Surat, India WP Event Manager Full time

    Our company is in need of a talented Content Writer to create compelling blog posts, white papers, product descriptions, social media content and web copy. Were looking for someone who will help us expand our digital footprint and drive more value through online content. The ideal candidate should have a proven track record of producing pieces that increase...

  • Relationship Manager

    4 weeks ago

    Surat, Gujarat, India ConsultBae India Private limited Full time

    Job Title: Relationship ManagerWe are seeking a skilled Relationship Manager to join our team at ConsultBae India Private Limited. As a 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...

  • Senior Relationship Manager

    2 weeks ago

    Surat, India ConsultBae India Private limited Full time

    Role Senior Relationship ManagerWealth (Gujrat)Experience10 YearsModeWFO 5.5 daysLocation Surat Ahmedabad and BarodaJob Purpose The purpose of the job is to be responsible for building and nurturing strong longlasting relationships with highnetworth clients providing them with expert financial advice and personalized wealth management solutions. The role...

  • Senior Relationship Manager

    4 weeks ago

    surat, India ConsultBae India Private limited Full time

    Role Senior Relationship Manager Wealth (Gujrat)Experience 10 YearsMode WFO 5.5 daysLocation Surat Ahmedabad and BarodaJob PurposeThe purpose of the job is to be responsible for building and nurturing strong longlasting relationships with highnetworth clients providing them with expert financial advice and personalized wealth management solutions. The...

  • Senior Relationship Manager

    2 months ago

    Surat, India ConsultBae India Private limited Full time

    Role Senior Relationship Manager Wealth (Gujrat)Experience 10 YearsMode WFO 5.5 daysLocation Surat Ahmedabad and BarodaJob PurposeThe purpose of the job is to be responsible for building and nurturing strong longlasting relationships with highnetworth clients providing them with expert financial advice and personalized wealth management solutions. The...

  • Senior Relationship Manager

    3 weeks ago

    surat, India ConsultBae India Private limited Full time

    Role Senior Relationship Manager Wealth (Gujrat) Experience 10 Years Mode WFO 5.5 days Location Surat Ahmedabad and Baroda Job Purpose The purpose of the job is to be responsible for building and nurturing strong longlasting relationships with highnetworth clients providing them with expert financial advice and personalized wealth management solutions....

  • Relationship Manager

    7 months ago

    Surat, India Cupid Knot Full time

    We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction.Responsibilities:Maintaining a...

  • Relationship Manager

    3 weeks ago

    Surat, Gujarat, India ConsultBae India Private limited Full time

    Job Title: Relationship ManagerAt ConsultBae India Private Limited, we are seeking a highly skilled and experienced Relationship Manager to join our team. As a key member of our wealth management division, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and...

  • Relationship Managers

    2 weeks ago

    Surat, India Talent Corner HR Full time

    Role and Responsibilities: Insurance Sales RepresentativeLead ConversionActively engage with leads through various channels.Build strong relationships with potential clients.Present and explain insurance products effectively.Collaborate with sales and marketing teams for lead generation and conversion.Insurance Policy IssuanceGuide clients through the...

  • Relationship Manager

    2 weeks ago

    Surat, India AASTHA FINTECH PVT. LTD. Full time

    Company OverviewAASTHA FINTECH PVT. LTD. is one of the leading Wealth Management and Financial Consulting companies in Western India. We offer a comprehensive range of wealth management solutions, including Wealth Advisory Services, Demat Account Consultancy, IPO Advisory Services, NPS Services, SIPs, Fixed Deposit Services, Portfolio Management, Investment...

  • Relationship Managers

    2 months ago

    Surat, India Talent Corner HR Full time

    Role and Responsibilities: Insurance Sales RepresentativeLead ConversionActively engage with leads through various channels.Build strong relationships with potential clients.Present and explain insurance products effectively.Collaborate with sales and marketing teams for lead generation and conversion.Insurance Policy IssuanceGuide clients through the...

  • Relationship Managers

    4 weeks ago

    surat, India Talent Corner HR Full time

    Role and Responsibilities: Insurance Sales RepresentativeLead ConversionActively engage with leads through various channels.Build strong relationships with potential clients.Present and explain insurance products effectively.Collaborate with sales and marketing teams for lead generation and conversion.Insurance Policy IssuanceGuide clients through the...

  • Relationship Managers

    3 weeks ago

    surat, India Talent Corner HR Full time

    Role and Responsibilities: Insurance Sales Representative Lead Conversion Actively engage with leads through various channels. Build strong relationships with potential clients. Present and explain insurance products effectively. Collaborate with sales and marketing teams for lead generation and conversion. Insurance Policy Issuance Guide clients through...

  • Relationship Manager

    7 months ago

    Surat, India SRG Housing Finance Full time

    Promising career in the field of housing finance division.Sourcing file from open market.Generate leads from known contact.Identification of right customer, ability to understand customers need, explain various products and convince them about the product offeringsShould be able to manage overall responsibilities including customer expectations, identifying...