Job Summary

Partner Client Relations/ Senior Partner Client Relations

Enriching Lives Winning as ONE

Role Details
- Business: Aditya Birla Capital
- Unit: Aditya Birla Fice Limited
- Location: Mumbai
- Role: Partner Client Relations / Senior Partner Client Relations
- Department: Wealth HNI CTS
- Eligibility Criteria: Masters in Fice, 57 Years of Relevant Experience

Required Skills Competencies
- Robust local network
- Market and investment product knowledge
- Ability to interpret market trends
- High collaboration
- Good communication and negotiation skills
- Target orientation
- Acquisition experience/expertise
- Customer centricity
- Client acquisition with client retention deepening

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.
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