Senior Relationship Manager

3 months ago

Mumbai, India ConsultBae India Private limited Full time
Senior Relationship ManagerWealth (Maharashtra)
Experience: 10Years
Mode: WFO 5.5 days
Location: Mumbai andPune

JobPurpose:
The Senior Relationship ManagerWealth is responsible for building and nurturing strong longlastingrelationships with highnetworth clients providing them with expertfinancial advice and personalized wealth management solutions. Thisrole requires a deep understanding of financial markets investmentproducts and a commitment to delivering exceptional client service.The role encompasses Business Development Portfolio PerformanceAnalysis Portfolio Modelling Portfolio Management BusinessAnalytics and Financial Analystresponsibilities.

Responsibilities:
  • ClientAcquisition and RelationshipManagement:
    • Address HNI clientsfor investment requirements through exclusive product bouquet andsuperior service delivery.
    • Acquisition andhandling of a group of HNI (High Net Worth Exclusive)Clients.
    • Deepen the relationship bycrossselling to mapped broking clients and services according tocustomer needs.
    • Ensure profitability of theportfolio by generating high Income perCustomer.
  • Marketingand Business Development:
    • Assistin the development and implementation of marketing plans foracquiring new customers in the corporatespace.
    • Acquire new accounts from groupcollaborations and execute successful microevents for theacquisition of new clients.
    • Collaborate withinthe internal teams to ensure the delivery of accurate and compliantinvestment solutions toclients.
  • Financialand Product Expertise:
    • Stayuptodate with industry trends economic developments and regulatorychanges that could impact clients financialpositions.

financialservices knowledge,business analytics,product expertise,clientacquisition,customer acquisition,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

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