27 Aug
|
Aditya Birla Insulators
|
Bengaluru
27 Aug
Aditya Birla Insulators
Bengaluru
Job Summary
Job Description Partner Client Relations/ Senior Partner Client Relations
Enriching Lives Winning as One
Role Details
Business Aditya Birla Capital
Unit Aditya Birla Capital Limited
Location Delhi / Hyderabad / Chennai / Bangalore
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
- 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 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.
- 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.
- To follow the ethical and fair practices code for selling products.
- To ensure regular availability of research materi
📌 Senior Partner Client Relations-Wealth-Bangalore (Bengaluru)
🏢 Aditya Birla Insulators
📍 Bengaluru