Partner/Senior Partner - Wealth

Partner/Senior Partner - Wealth

Description:

Key Responsibilities:

- 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.

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.

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.

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.

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.

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 .