APCR Siliguri | Wealth HNI

Aditya Birla Group; India; On-site; INR 1,800,000 - 2,800,000; Full time

Job summary

Aditya Birla Capital Limited (ABCL) is hiring for an Associate Partner Client Relations / Partner Client Relations in the Wealth- Corporate Treasury segment, based in Siliguri. The role centers on acquiring new Wealth HNI clients, nurturing relationships, and driving revenue growth across investment products while maintaining high ethical standards.

It requires a Masters in Finance and 5–7 years of relevant experience, with strong networking and market knowledge.

Qualifications

• Masters in Finance with 5–7 years of relevant experience.
• Strong local network across wealth clients.
• Strong knowledge of markets and investment products.
• Ability to interpret market trends and adapt strategies.
• High collaboration with cross-functional teams.
• Excellent communication & negotiation skills.
• Clear target orientation and client-first mindset.
• Experience in client acquisition with retention & deepening.

Responsibilities

• Undertake new client acquisition, retention & growth for Wealth HNI clients.
• Identify and acquire new customers for Wealth HNI portfolios.
• Execute monthly sales plans to engage large prospective clients; maintain weekly/monthly contact.
• Ensure 100% client penetration and increase share of wallet & revenues.
• Coordinate with research teams for portfolio reviews & corporate client worksites.
• Collaborate with retail teams to arrange worksites at Institutional clients.
• Maintain revenue targets and provide market updates & investment solutions.
• Ensure ethical practices, timely research materials, and robust KYC documentation.
• Coordinate with market intermediaries like mutual funds & banks for smooth transactions.
• Prepare periodic MIS and report competitor moves to management.
• Invest in skill enhancement through training and certifications.

Skills

Local network

Investment product knowledge

Market trend interpretation

Collaboration

Communication skills

Negotiation skills

Target orientation

Customer centricity

Client acquisition

Retention & deepening

Education

Masters in Finance

Job description

DEPARTMENT-1 Mid Market - Wealth HNI

Country India

Skills

Skill

Post Graduate Pgm. in Mgmt.

CERTIFICATION

Job Description

ob Description - Partner Client Relations/ Senior Partner Client Relations

Enriching Lives Winning as ONE

ABC Company Info:

Aditya Birla Capital Limited ("ABCL") is the holding company for the financial services businesses of the Aditya Birla Group. With subsidiaries/JVs that have a strong presence across Protecting, Investing and Financing solutions, ABCL is a financial solutions group that caters to the diverse needs of its customers across their life cycle. Powered by more than 38,000 employees, the businesses of ABCL have a nationwide reach with over 1300 branches, more than 2,00,000 agents/channel partners and various bank partners.

What makes an ideal ABC Citizen?

At ABC, we are constantly on the lookout for individuals who resonate with our 5 core values of Speed, Passion, Integrity, Seamlessness and commitment and live them every day, while also understanding our vision. We believe in building leaders who thrive on challenges, take the onus of creating and sustaining strong teams, and forms strong networks as a result of effective relationship-building.

Business

Location

Siliguri

Role

Associate Partner Client Relations /Partner Client Relations

Department

Wealth- Corporate Treasury

Eligibility Criteria

Masters in Finance, 5-7 Years of Relevant Experience

• Strong local network
• Market and investment product knowledge
• Ability to interpret market trends
• High collaboration
• Good communication and negotiation skills
• Target orientation
• Customer centricity
• Client acquisition with client retention & deepening

Key Responsibilities:

Undertake new client acquisition, retention & growth

• Identify and acquire new customer for Wealth HNI
• 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.
• To ensure regular availability of research material and inputs to the clients.
• To ensure that client promises are kept and their grievances are adequately addressed or highlighted.
• To keep up breast of the latest developments & report to the Regional Head, research team of the upcoming client requirements to innovate the product/service mix.

Ensure policy adherence and documentation

• To be aware of all critical policies & procedures & ensure compliance with them.
• To help the risk & review process through continual monitoring of client profile & ensuring thorough documentation relating to proposals & KYC procedures.
• To coordinate with CSM and market intermediaries like MFs & banks for smooth transaction and operations.

Formulate periodic MIS and track competitor moves and report them periodically

• To send detailed periodic activity & sales reports to the Teal Lead.
• To monitor competitor moves and products, marketing initiatives and report the same to the management, product and research teams.

Contribute in skill enhancement

• To ensure ongoing self development - attend internal and external training programs, other relevant certifications that enhances the skills in the financial sales services.