Cluster/Senior/RM - Wealth Management (Bangalore/ Hyderabad/ Chennai) Experience: 7+ Years Mode: WFO- 5.5 days Location: (Mumbai / Pune / Nagpur) 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: 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 new 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 - Cluster / Senior / RM - (Mumbai, Pune & Nagpur)
🏢 Consultbae India
📍 Mumbai