Cluster/Senior/RM - Wealth Management (Bangalore/ Hyderabad/ Chennai)nnnExperience: 7+ YearsnMode: WFO- 5.5 daysnnnLocation: (Mumbai / Pune / Nagpur)nnnJob Purpose:nThe 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.nnnResponsibilities:nnClient Acquisition and Relationship Management:nAddress HNI clients for investment requirements through exclusive product bouquet and superior service delivery.nAcquisition and handling of a group of HNI (High Net Worth Exclusive)



Clients.nDeepen the relationship by cross-selling to mapped broking clients and services according to customer needs.nEnsure profitability of the portfolio by generating high Income per Customer.nMarketing and Business Development:nAssist in the development and implementation of marketing plans for acquiring new customers in the corporate space.nAcquire recent accounts from group collaborations and execute successful micro-events for the acquisition of new clients.nCollaborate within the internal teams to ensure the delivery of accurate and compliant investment solutions to clients.nFinancial and Product Expertise:nStay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions. .

📌 Wealth Manager - Cluster / Senior / RM - (Mumbai, Pune u0026 Nagpur)
🏢 Consultbae India
📍 Mumbai