Job Description:

Location

Role
Partner Client Relations / Senior Partner Client Relations

Department
Wealth HNI & CTS

Eligibility Criteria
Masters in Finance, 5-7 Years of Relevant Experience

Required Skills & Competencies

Strong local network

Market and investment product knowledge

Ability to interpret market trends

High collaboration

Valuable communication and negotiation skills

Target orientation

Acquisition experience/expertise

Customer centricity

Client acquisition with client retention & deepening

Key Responsibilities:

Undertake recent 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.

📌 RM Wealth – HNI - Delhi
🏢 Vecktra Consulting
📍 Delhi