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.
1 Opening(s)
7.0 Year(s) To 7.0 Year(s)
Not Disclosed by Recruiter
Key responsibilitiesContent Creation: Develop engaging brochures that effectively communicate our product offerings. Produce high-quality demo videos showcasing the features and benefits of our products. Write comprehensive white papers that highlight our industry expertise. Gather and create compelling testimonials and case studies from satisfied customers. Generate content for internal and external ...