RM Wealth – HNI - Delhi
1 Nos.
145671
Full Time
5.0 Year(s) To 7.0 Year(s)
Not Disclosed by Recruiter
Accounts / Finance / Tax / CS / Audit
Banking/Financial Services
M.PHIL - Finance; M.Sc / MS Science - Finance; MBA/MMS/MPM/PGDM - Finance
Job Description:
| Location | |
| 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. |
Key Skills :
- ## Ats Keywords Partner Client Relations
- Senior Partner Client Relations
- Hni Wealth Management
- Corporate Treasury Solutions
- Cts
- Client Acquisition
- Client Retention
- Relationship Management
- Portfolio Deepening
- Share Of Wallet
- Revenue Growth
- Fee Income
- Sales Planning
- Target Achievement
- Hni Clients
- Corporate Clients
- Financial Institutions
- Institutional Clients
- Wealth Management
- Investment Products
- Investment Advisory
- Portfolio Review
- Market Research
- Market Trend Analysis
- Cross-selling
- Customer Centricity
- Referral Networking
- Lead Generation
- Local Market Network
- Client Penetration
- Client Engagement
- Stakeholder Management
- Negotiation
- Sales Mis
- Competitor Analysis
- Profitability Management
- Research Coordination
- Customer Satisfaction
- Grievance Resolution
- Regulatory Compliance
- Policy Adherence
- Risk Review
- Client Profiling
- Kyc Documentation
- Mutual Funds
- Banking Products
- Transaction Coordination
- Financial Sales
- Master’s In Finance.
Company Profile
ABC Company Info:
Aditya Birla Capital Limited ("---") is the holding company for the financial services businesses of the Aditya Birla Group. With subsidiaries/JVs that have a strong presence across Protecting, Investing and Financing solutions, --- is a financial solutions group that caters to the diverse needs of its customers across their life cycle. Powered by more than 38,000 employees, the businesses of --- have a nationwide reach with over 1300 branches, more than 2,00,000 agents/channel partners and various bank partners.
Aditya Birla Finance Limited:
Aditya Birla Finance Limited (“ABFL”), a subsidiary of Aditya Birla Capital Limited, is among the leading well-diversified non-banking financial services company in India. ABFL offers customized solutions in the areas of personal finance, mortgage finance, SME finance, corporate finance, wealth management, debt capital markets and loan syndication.
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