Jobs
Interviews
Jobs Reviews Interview Questions Photos
1 Job openings at Consultbae
About Consultbae

ConsultBae is a people powered recruitment & IT organization. We help companies build amazing tech products with Staff Augmentation empowered by Technology & Innovation. Our Services Include Digital Transformation - Workforce Hiring Services (Mid-Senior level, RPO & CXO Hiring), IT Staffing, AI & ML Product Solutions to B2B Business and Toolkits for Job Aspirants as well as HR Professionals. Workforce Talent Management Services :: Our decentralised head hunting approach combined with technology has helped our clients close positions 3X faster. AI & ML Product Solutions :: This enables businesses to unleash their technological potential. Digital Transformation :: Our outstanding design, engineering and product management consultants, and their refreshing solutions make global businesses stand out. Our pre-vetted pool of technology consultants can be engaged on remote or on-site role at immediate basis across India. We are currently engaged with companies across India, US & Europe and help them build stellar technology teams. Toolkit :: Our Experts have designed curated toolkits for Job Aspirants and HR professionals.

Cluster Head / Senior / Relationship Manager - Wealth

Ahmedabad, Bengaluru, Mumbai (All Areas)

6 - 11 years

INR 19.0 - 22.5 Lacs P.A.

Work from Office

Full Time

Role-Cluster Head / Senior / Relationship Manager - Wealth Experience- 6+ Years Mode - WFO- 5.5 days Location- Mumbai / Bangalore / Ahmedabad / Chennai Job Purpose The purpose of the job is to be 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. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Responsibilities: Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures,Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain customer profitability by capturing a larger share of Wallet. Ensure profitability of the portfolio: Generate high Income per Customer. Acquire new customers who meet product criteria through cross-referral. Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development: Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. This role is to acquire B2C clientele & build a portfolio thereon. Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: Ensure profitability of the portfolio: Generate high Income per Customer. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.

FIND ON MAP

Consultbae

Consultbae
|

IT Services and IT Consulting

Gurgaon Haryana

51-200 Employees

1 Jobs

Company Reviews

View Reviews
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Google Play App Store

Similar Companies

Job Titles Overview