Partner/Senior Partner - Client Relations - Wealth HNI & CTS

About the role:

We are hiring for a leading, diversified financial services group with a strong presence across lending, investments, insurance and other financial solutions. We are seeking an experienced Client Relations or Wealth Management professional with a strong local network to drive HNI, Corporate and Institutional client acquisition, relationship deepening, investment solutions and revenue growth.

Key Responsibilities:

- Identify and acquire new HNI, Corporate and Institutional clients through networks, referrals and other sourcing channels.

- Execute sales plans and achieve targeted business volumes, revenue, profitability and fee income.

- Build and maintain strong client relationships through regular calls and meetings.

- Drive client retention, penetration, share of wallet and relationship deepening.

- Identify cross-selling opportunities across relevant investment products.

- Understand client requirements and provide appropriate investment solutions and market insights.

- Coordinate with Research, CSM, Mutual Funds, Banks and other market intermediaries for client servicing and smooth operations.

- Ensure adherence to KYC, documentation, risk, compliance and internal policies.

- Monitor market and competitor developments and emerging client requirements.

- Prepare periodic sales and activity MIS and performance reports.

Ideal Candidate:

- 6-8 years of relevant experience in Wealth Management, HNI Relationship Management, Institutional Sales, Investment Products, Corporate Relationship Management or Financial Services.

- Strong local client network and proven new business acquisition capability.

- Strong knowledge of investment products, financial markets and market trends.

- Proven experience in client retention, cross-selling and share of wallet expansion.

- Target oriented with a track record of achieving sales, revenue and fee income objectives.

- Excellent communication, negotiation and relationship management skills.

- Strong customer centric approach with high integrity and compliance orientation.