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ConsultBae India Private limited

Cluster/Senior/RM - Wealth Management&nbsp; (Ahmedabad and Baroda)
Experience: 7+ Years
Mode: WFO- 5.5 days
Location: Ahmedabad and Baroda

Job Purpose:
The Senior Relationship Manager - Wealth is 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. This role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The role encompasses Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management, Business Analytics, and Financial Analyst responsibilities.

Responsibilities:
<ul>
<li>Client Acquisition and Relationship Management:</li>
<li>Address HNI clients for investment requirements through exclusive product bouquet and superior service delivery.</li>
<li>Acquisition and handling of a group of HNI (High Net Worth Exclusive) Clients.</li>
<li>Deepen the relationship by cross-selling to mapped broking clients and services according to customer needs.</li>
<li>Ensure profitability of the portfolio by generating high Income per Customer.</li>
<li>Marketing and Business Development:</li>
<li>Assist in the development and implementation of marketing plans for acquiring new customers in the corporate space.</li>
<li>Acquire new accounts from group collaborations and execute successful micro-events for the acquisition of new clients.</li>
<li>Collaborate within the internal teams to ensure the delivery of accurate and compliant investment solutions to clients.</li>
<li>Financial and Product Expertise:</li>
<li>Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.</li>
</ul>