29 Oct
ConsultBae India Private
Mumbai
Senior Relationship Manager Wealth (Maharashtra) Experience: 10 Years Mode: WFO 5.5 days Location: Mumbai and Pune Job Purpose: The Senior Relationship Manager Wealth is responsible for building and nurturing strong longlasting relationships with highnetworth 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: Client Acquisition and Relationship Management:
Address HNI clients for investment requirements through exclusive product bouquet and superior service delivery. Acquisition and handling of a group of HNI (High Net Worth Exclusive) Clients. Deepen the relationship by crossselling to mapped broking clients and services according to customer needs. Ensure profitability of the portfolio by generating high Income per Customer. Marketing and Business Development: Assist in the development and implementation of marketing plans for acquiring new customers in the corporate space. Acquire new accounts from group collaborations and execute successful microevents for the acquisition of new clients. Collaborate within the internal teams to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: Stay uptodate with industry trends economic developments and regulatory changes that could impact clients financial positions.
financial services knowledge,business analytics,product expertise,client acquisition,customer acquisition,wealth management knowledge,market credibility,sip,interpersonal skills,financial markets,market credibility enhancement,risk management,risk policies adherence,communication,financial advisory,asset allocation,market research,aif,marketing skills,wealth products,client management,wealth management,portfolio services,aif fund management,risk policies,wealth products understanding,marketing,financial analysis,listening skills,pms,private wealth,mf,company knowledge,sales strategies,investment trends analysis,mis reporting,market analysis,investment products,sip book,client servicing,sales,relationship management,business development,revenue generation,asset management,private wealth management,business development skills,communication skills,wealth,financial needs understanding,portfolio management