Job Purpose
To acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making recommendations thereof.
Job Context & Major Challenges
Job Context/Job Challenges:
The Wealth management division is engaged in providing strong research backed financial services advisory to the HNI clients and managing their ongoing financial advisory and Portfolio Management needs. The product portfolio includes Mutual funds, Life insurance, Bonds, Structured products, Real estate advisory, Company fixed deposits & Equity Commodity Broking services etc.
Senior Portfolio Manager – SPM is responsible for Identification and acquisition of Institutional clients and manage the overall relationship. SPM will be engaged in providing our Treasury solutions, selling of all investments products and also generating business leads for our SME lending business.

The main challenges faced by this profile are conversion time, ensuring very high TAT,



being up to date about the markets and products and meeting the customer servicing standards.

The critical skill sets that this profile requires are a solid local network, Market and Investment product knowledge, ability to interpret market trends, high collaboration, good communication and negotiation skills, target orientation, acquisition experience/expertise and customer centricity.
The key job is to provide continuous & superior guidance to the team members to focus on (1) Client acquisition (2) Client retention & deepening (3) positioning the brand effectively to attract talent.
Key Result Areas
KRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)KRA1To undertake new client acquisition, retention & growthIdentify 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

📌 Partner Client Relations-Chennai-Wealth HNI
🏢 Financial services
📍 Chennai