1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
Not Disclosed by Recruiter
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, ...
- ## 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.