About the company:

A financial company that has 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 have a nationwide reach with over 1300 branches, more than 2,00,000 agents/channel partners and various bank partners.

We are among the leading well-diversified non-banking financial services companies in India, offering customized solutions in the areas of personal finance, mortgage finance, SME finance, corporate finance, wealth management, debt capital markets and loan syndication.

What makes you our ideal Citizen ?

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 form strong networks as a result of effective relationship-building.

Role Details: Partner Client Relations / Senior Partner Client Relations

Locations: Mumbai, Delhi, Kochi, Mangalore, Coimbatore, Hyderabad, Nagpur, Surat, Vadodara, Ahmedabad, Indore, Kolkata, Bhubaneswar

Department: Wealth HNI & CTS

Eligibility Criteria: Masters in Finance, 5-7 Years of Relevant Experience

CTC Offered: 20 to 40 Lakhs

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 :

1. 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.

2. 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.

3. 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 abreast of the latest developments & report to the Regional Head, research team of the upcoming client requirements to innovate the product/service mix.

4. 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.

5. Formulate periodic MIS and track competitor moves and report them periodically:

- To send detailed periodic activity & sales reports to the Team Lead.

- To monitor competitor moves and products, marketing initiatives and report the same to the management, product and research teams.

6. 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.

Abhay Rasal