Senior Partner/Partner - Client Relations - NBFC

Requirements :

- Should have understanding of wealth products like mutual funds, Private equity, PMS, structured products, bonds etc.

- Experience of Acquiring HNI or Affluent clients is a must.

Undertake new client acquisition, retention & growth:

- Identify and acquire new customers for CTS.

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

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

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

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

Achieve targeted profitability & fee income:

- Maintain sales volumes & achieve targeted revenue from all customers/products.

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

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

Contribute to customer satisfaction initiatives:

- Follow ethical and fair practices for selling products.

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

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

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

Ensure policy adherence and documentation:

- Be aware of all critical policies & procedures & ensure compliance.

- Support the risk & review process through continual monitoring of client profiles & ensuring thorough documentation relating to proposals & KYC procedures.

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

Formulate periodic MIS and track competitor moves:

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

- Monitor competitor moves, products, and marketing initiatives and report to management, product, and research teams.

Contribute in skill enhancement:

- Ensure ongoing self-development by attending internal and external training programs and relevant certifications in financial sales services.