Partner Client Relations/Senior Partner Client Relations Role - Wealth Management

Role Overview:

Undertake new client acquisition, retention and growth for the company.

Key Responsibilities:

- Identify and acquire new customers.

- Execute monthly sales plans to acquire large prospective clients and ensure regular contact through weekly or monthly calls, daily tracking of targets and personal meetings.

- Identify potential clients (Corporates/FIs) through referral networks and other sourcing channels like ads, directories and internet.

- Ensure 100% client penetration for business sourced to increase share of wallet and revenues.

- Undertake joint calls with the research team and conduct portfolio reviews for corporate clients.

- Work with retail teams to arrange worksites in the premises of institutional clients.

- Achieve targeted profitability and fee income.

- Maintain sales volumes and achieve targeted revenue from all products.

- Share regular market updates with clients and provide appropriate investment solutions.

- Maintain projected fee income at budgeted numbers and undertake cross selling initiatives.

Customer Satisfaction and Compliance:

- Follow ethical and fair practices for selling products.

- Ensure regular availability of research material and inputs to clients.

- Ensure client promises are kept and grievances are adequately addressed.

- Keep abreast of latest developments and report upcoming client requirements to the Regional Head and research team to innovate the product mix.

- Ensure policy adherence and documentation, including monitoring client profiles and KYC procedures.

- Coordinate with CSM and market intermediaries like MFs and banks for smooth transactions and operations.

Reporting:

- Formulate periodic MIS, track competitor moves and report them to management, product and research teams.

- Send detailed periodic activity and sales reports to the Team Lead.