Job Purpose

To acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making recommendations thereof.

Job Context & Major Challenges

Job Context/Job Challenges:
The Wealth management division is engaged in providing strong research backed financial services advisory to the HNI clients and managing their ongoing financial advisory and Portfolio Management needs. The product portfolio includes Mutual funds, Life insurance, Bonds, Structured products, Real estate advisory, Company fixed deposits & Equity Commodity Broking services etc.
Senior Portfolio Manager – SPM is responsible for Identification and acquisition of Institutional clients and manage the overall relationship. SPM will be engaged in providing our Treasury solutions, selling of all investments products and also generating business leads for our SME lending business.

The main challenges faced by this profile are conversion time, ensuring very high TAT, being up to date about the markets and products and meeting the customer servicing standards.

The critical skill sets that this profile requires are a 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 and customer centricity.
The key job is to provide continuous & superior guidance to the team members to focus on (1) Client acquisition (2) Client retention & deepening (3)



positioning the brand effectively to attract talent.

Key Result AreasKRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)
KRA1To undertake new client acquisition, retention & growthIdentify and acquire recent 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
KRA2To achieve targeted profitability & fee incomeTo 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.
KRA3To contribute to customer satisfaction initiativesTo 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
KRA4To ensure policy adherence and documentationTo 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
KRA5To formulate periodic MIS and track competitor moves and report them periodicallyTo 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
KRA6To contribute in skill enhancementTo ensure ongoing self development - attend internal and external training programs, other relevant certifications that enhances the skills in the financial sales services

📌 Partner Client Relations-Chennai-Wealth HNI (India)
🏢 Financial services
📍 India