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Senior Relationship Manager - Wealth Manager

Fresher   Indore   11 Sep, 2025
CONSULTBAE INDIA PRIVATE LIMITED
Job LocationIndore
EducationNot Mentioned
SalaryNot Disclosed
IndustryNBFC ( Non Banking Financial Services )
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Role- Senior / Relationship Manager- Wealth (Indore)Experience-10 YearsMode -WFO- 5.5 daysLocation- (Indorei)Job PurposeThe 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 ManagementResponsibilities: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.

Keyskills :
mutual fundsportfolio management

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