Senior Partner Client Relations-Wealth-Bangalore (Bengaluru)

Senior Partner Client Relations-Wealth-Bangalore (Bengaluru)

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

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