Senior Partner Client Relations-Wealth-Bangalore
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description - Partner Client Relations/ Senior Partner Client Relations
Enriching Lives Winning as ONE
ABC Company Info:
Aditya Birla Capital Limited (ABCL) is the holding company for the financial services businesses of the Aditya Birla Group.
What makes an ideal ABC Citizen
At ABC we are constantly on the lookout for individuals who resonate with our 5 core values of Speed Passion Integrity Seamlessness and commitment and live them every day while also understanding our vision. We believe in building leaders who thrive on challenges take the onus of creating and sustaining strong teams and forms strong networks as a result of effective relationship-building.
Role Details:
Business | Aditya Birla Capital |
Unit | Aditya Birla Capita; Limited |
Location | Delhi/Hyderabad/Chennai/Bangalore |
Role | Partner Client Relations / Senior Partner Client Relations |
Department | Wealth HNI & CTS |
Eligibility Criteria | Masters in Finance 5-7 Years of Relevant Experience |
Required Skills & Competencies
- Strong local network
- Market and investment product knowledge
- Ability to interpret market trends
- High collaboration
- Good communication and negotiation skills
- Target orientation
- Acquisition experience/expertise
- Customer centricity
- Client acquisition with client retention & deepening
Key Responsibilities:
Undertake new client acquisition retention & growth
- Identify and acquire new customer for CTS.
- To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Daily tracking of targets & personal meeting with clients. To identify potential clients (Corporates/FIs) through referral networks and other channel of sourcing new customers like ads directories of various corporate associations internet etc.
- To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenues.
- To undertake joint calls with research team / portfolio review of clients with research team / worksite for corporate clients.
- To work with the retail teams in arranging worksites in the premises of Institutional clients.
Achieve targeted profitability & fee income
- To maintain sales volumes & achieve targeted revenue from all customers/ products.
- To share regular market updates with clients and provide right investment solution.
- To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them.
Contribute to customer satisfaction initiatives
- To follow the ethical and fair practices code for selling products.
- To ensure regular availability of research material and inputs to the clients.
- To ensure that client promises are kept and their grievances are adequately addressed or highlighted.
- To keep up breast of the latest developments & report to the Regional Head research team of the upcoming client requirements to innovate the product/service mix.
Ensure policy adherence and documentation
- To be aware of all critical policies & procedures & ensure compliance with them.
- To help the risk & review process through continual monitoring of client profile & ensuring thorough documentation relating to proposals & KYC procedures.
- To coordinate with CSM and market intermediaries like MFs & banks for smooth transaction and operations.
Formulate periodic MIS and track competitor moves and report them periodically
- To send detailed periodic activity & sales reports to the Teal Lead.
- To monitor competitor moves and products marketing initiatives and report the same to the management product and research teams.
Contribute in skill enhancement
- To ensure ongoing self-development - attend internal and external training programs other relevant certifications that enhances the skills in the financial sales services.
Refer the links to know more Growth & Culture at ABC: updated with Life at ABC -
- Follow our LinkedIn Page: our Glassdoor Reviews: Birla Capital is committed to provide equal opportunity to all in employment and prohibits discrimination or harassment in any form on the basis of race colour religion ethnicity age gender disability or any other characteristic protected by law. Diversity Equity and Inclusion (DEI) is embedded in our recruitment policies based on our business needs and candidates meeting the eligibility criteria such as qualification skills and experience.
Important
- Aditya Birla Capital and its member companies do not demand or accept money from job applicants.
- Any job offer made against a service charge or security deposit or processing fees or background verification expenses or any other terms whether refundable or non-refundable should be considered fake.
- An authentic job offer mail from us will have our domain name ().
- Please be aware of fraudsters using fake URLs to mask themselves as senders from reputed organisations. Hence always check and verify the email ID.
- Any mail offering a job interview date and asking for personal details should be handled with caution especially if the mail address list also includes email IDs ending with Gmail/Yahoo/Hotmail/Live domains.
- In case a job applicant is offered a job against payment in any form or has accepted employment from fraudulent personsAditya Birla Capital and its member companies will NOT be held liable and responsible for any consequences thereof.
- Please remain vigilant of such offers and notify ushere.You may also lodge a complaint with the law enforcement agencies.
- Beware of fake websites email IDs Facebook LinkedIn pages that appear similar to ours.
- We reserve the right to initiate any appropriate action as we deem fit.
Required Experience:
Senior IC
Key Skills
About Company
Discover a world of financial solutions at Aditya Birla Capital – your trusted partner for investments, insurance, loans, and a wide range of financial services in India.
