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
Valuable communication and negotiation skills
Target orientation
Acquisition experience/expertise
Customer centricity
Client acquisition with client retention deepening
Key Responsibilities
Undertake current 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