Cluster/Senior/RM - Wealth Management (Mumbai and Pune)

Experience: 10+ Years

Mode: WFO- 5.5 days

Location: Mumbai

Job Purpose:

The Senior Relationship Manager - Wealth is responsible for building and nurturing robust, 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:
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 cross-selling 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 recent customers in the corporate space.
Acquire recent accounts from group collaborations and execute successful micro-events 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 up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.

📌 Wealth Manager Mumbai
🏢 Consultbae India
📍 Mumbai