Senior Relationship Manager

2 months ago

Indore, India ConsultBae India Private limited Full time
Role Senior RelationshipManager Wealth(Indore)Experience10 YearsModeWFO 5.5daysLocationIndore
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,financialexpertise,asset allocation,market research,aif,marketingskills,wealth products,client management,wealthmanagement,portfolio services,aif fund management,riskpolicies,financial analyst,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

    Indore, Madhya Pradesh, 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

    3 weeks ago

    Indore, Madhya Pradesh, India ConsultBae India Private limited Full time

    Job Title: Senior Relationship ManagerAbout the Role: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 nurturing strong, long-lasting relationships with high net worth clients, providing them with expert...

  • Senior Relationship Manager

    3 weeks ago

    Indore, Madhya Pradesh, India ConsultBae India Private limited Full time

    Job Title: Senior Relationship ManagerJoin our team as a Senior Relationship Manager and take on a challenging role that requires building and nurturing strong, long-lasting relationships with high net worth clients. As a key member of our team, you will provide expert financial advice and personalized wealth management solutions to our clients, helping them...

  • Senior Relationship Manager

    2 weeks ago

    Indore, Madhya Pradesh, India ConsultBae India Private limited Full time

    Job Title: Senior Relationship ManagerAbout 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. Your primary goal will be to provide expert financial advice and personalized wealth management solutions to help clients...

  • Senior Client Relationship Manager

    3 weeks ago

    Indore, Madhya Pradesh, India Webvillee Technology pvt ltd Full time

    About UsWebvillee Technology pvt ltd is a Digital Transformation and Product Engineering company committed to delivering exceptional value through design innovation and engineering. Our mission is to help clients achieve ambitious business goals by designing, building, and maintaining enterprise-grade software solutions utilizing cutting-edge...

  • Senior Client Relationship Manager

    3 weeks ago

    Indore, Madhya Pradesh, India Webvillee Technology pvt ltd Full time

    About the RoleAs a Senior Client Relationship Manager at Webvillee Technology pvt ltd, you will play a pivotal role in nurturing and expanding relationships with our key clients. You will act as a bridge between our organization and our clients, ensuring their needs are met and their expectations are exceeded. This role offers an opportunity to grow within...

  • Senior Relationship Manager

    2 weeks ago

    Indore, Madhya Pradesh, India ConsultBae India Private limited Full time

    Job PurposeThe purpose of this role is to build and nurture 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:Address high-net-worth clients for investment requirements through an exclusive...

  • Senior Relationship Manager

    2 weeks ago

    Indore, India ConsultBae India Private limited Full time

    Role Senior Relationship ManagerWealth (Indore)Experience10 YearsModeWFO 5.5 daysLocation IndoreJob 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 requires a deep...

  • Senior Relationship Manager

    2 months ago

    Indore, India ConsultBae India Private limited Full time

    Role Senior Relationship Manager Wealth (Indore)Experience 10 YearsMode WFO 5.5 daysLocation IndoreJob 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 role requires a deep...

  • Senior Relationship Manager

    4 weeks ago

    indore, India ConsultBae India Private limited Full time

    Role Senior Relationship Manager Wealth (Indore)Experience 10 YearsMode WFO 5.5 daysLocation IndoreJob 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 role requires a deep...

  • Senior Relationship Manager

    3 weeks ago

    indore, India ConsultBae India Private limited Full time

    Role Senior Relationship Manager Wealth (Indore) Experience 10 Years Mode WFO 5.5 days Location Indore 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. The role requires a...

  • Relationship Manager

    4 weeks ago

    Indore, Madhya Pradesh, 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...

  • Relationship Manager

    3 weeks ago

    Indore, Madhya Pradesh, India ConsultBae India Private limited Full time

    Job DescriptionJob Title: Relationship ManagerJob Summary: We are seeking a skilled Relationship Manager to join our team. The successful candidate 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...

  • Relationship Manager

    5 months ago

    Indore, India Snaphunt Full time

    The OfferFlexible working optionsJoin a market leader within the Financial Services IndustryOpportunity within a company with a solid track record of performanceThe Job You will be responsible for : Managing the full spectrum of financial accounting and reporting.Driving accurate and timely monthly, quarterly and year end closing.Overseeing monthly closing...

  • Relationship Manager

    5 days ago

    Indore, Madhya Pradesh, 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 personalized wealth management solutions and expert financial advice.Key ResponsibilitiesClient Acquisition and Relationship ManagementAcquire and handle a group of high net worth clients, providing tailored...

  • Relationship Manager

    1 week ago

    Indore, Madhya Pradesh, India ConsultBae India Private limited Full time

    About the RoleWe 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...

  • Relationship Manager

    3 weeks ago

    Indore, Madhya Pradesh, India Melech Business Solutions Pvt Ltd Full time

    **Designation - Relationship Trainee**You will be trained on:Gold AppraisalLead generationCustomer relationship management**Key Responsibilities:**To ensure 100% right valuation - capturing right cartage, proper stone deduction, avoid/prevent spurious/unacceptable ornaments.Adhere to high ethical standards and comply with all laid-down processes/policies of...

  • Relationship Manager

    2 weeks ago

    Indore, Madhya Pradesh, India ConsultBae India Private limited Full time

    Job PurposeThe purpose of this role is to build 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 (HNI) clients.Profile customers and...

  • Relationship Manager

    3 weeks ago

    Indore, Madhya Pradesh, India Invenzee Buildcap Fintech Pvt Ltd Full time

    About UsInvenzee Buildcap Fintech Pvt. Ltd. is a leading financial services company headquartered in India. We empower individuals to take control of their financial futures by providing access to the stock market through convenient and affordable demat accounts.About the RoleWe are seeking a motivated and results-oriented Relationship Manager to join our...

  • Customer Relationship Manager

    3 weeks ago

    Indore, Madhya Pradesh, India ScaleneWorks Full time

    Job Summary We are seeking a highly skilled Customer Relationship Manager to join our team at ScaleneWorks. As a key member of our customer experience team, you will be responsible for managing end-to-end customer relationships and driving customer satisfaction. Key Responsibilities Develop and implement customer relationship strategies to drive customer...