Partner / Sr Partner Wealth RM

Job Description:

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.