APCR Siliguri | Wealth HNI

Aditya Birla Group

India

On-site

INR 600,000 - 900,000

Full time

14 days+

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Job summary

Aditya Birla Group seeks an Associate Partner Client Relations professional in Siliguri to drive client acquisition, retention and growth within Wealth- Corporate Treasury.

The role requires a Masters in Finance with 5-7 years of relevant experience, a strong local network, market knowledge, and excellent communication and negotiation skills to deliver revenue and value for institutional clients.

Qualifications

Masters in Finance with 5-7 years relevant experience.
Strong local network and market knowledge.
Excellent communication and negotiation skills; target oriented.

Responsibilities

Undertake new client acquisition, retention & growth.
Execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls.
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.
Maintain profitability and revenue from all customers/products; provide market updates and investment solutions.
Ensure policy adherence and documentation; coordinate with intermediaries for smooth transactions.
Prepare periodic MIS and monitor competitor moves.

Skills

Strong local network

Market knowledge

Investment product knowledge

Client acquisition

Negotiation skills

Communication skills

Target orientation

Customer centricity

Education

Masters in Finance

Job description

At the Aditya Birla Group, our Corporate Vision is aligned and intricately woven with our People Vision.

Designation : Associate

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.