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

We are looking 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 forms strong networks as a result of effective relationship-building.

We have positions of Partner Client Relations / Senior Partner Client Relations with Masters in Finance, 5-7 years 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:

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 breast 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 Teal 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.

CTC offered: 20 to 40 Lakhs

Contact: 9967362301