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Company Description Bharti Consultants is a professional services firm that connects organizations with talent across a range of industries and functions. The company focuses on understanding client requirements and matching them with suitable professionals, helping both organizations and individuals achieve their goals. Bharti Consultants is committed to ethical practices, transparent processes, and long-term relationships with clients and candidates. The firm offers guidance and support throughout the hiring process, aiming to create a positive experience for all stakeholders.
Role Description The Private RM (Relationship Manager) role at Bharti Consultants is a full-time, on-site position based in Mumbai. The Private RM will manage and grow relationships with high-net-worth or key clients, providing tailored financial or advisory solutions according to their needs and risk profiles. Daily responsibilities include meeting clients, understanding their objectives, presenting appropriate products or services, and ensuring timely follow-up and service delivery. The role also involves coordinating with internal teams, preparing reports and presentations, tracking portfolio performance or account status, and maintaining accurate documentation. The Private RM is expected to uphold regulatory and compliance standards, contribute to business development, and support overall client satisfaction and retention.
Qualifications
- Strong client relationship management skills, including the ability to build trust, communicate clearly, and manage expectations.
- Solid understanding of financial products, investment concepts, or advisory services, with the ability to explain options and risks in simple terms.
- Proficiency in basic office software (such as MS Excel, Word, and PowerPoint) and comfort working with CRM or portfolio management tools.
- Excellent analytical and problem-solving abilities, with attention to detail and a structured approach to documentation and reporting.
- Effective presentation and negotiation skills, with the confidence to interact with senior stakeholders and high-net-worth clients.
- Ability to work on-site in Mumbai, manage multiple client accounts, and meet deadlines in a fast-paced environment.
- Bachelor’s degree in Finance, Business, Economics, or a related field; relevant certifications in wealth management or financial planning are an advantage.
- Prior experience in private banking, wealth management, or client-facing financial roles is preferred but not strictly mandatory.
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