Senior Relationship Manager - Wealth Maharashtra

Senior Relationship Manager - Wealth Maharashtra

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.







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▶️ Senior Relationship Manager - Wealth Maharashtra
🖊️ ConsultBae India Private
📍 Mumbai