Partner / Sr Partner Wealth RM

AimsHR; India; On-site; INR 600,000 - 900,000; Full time

Job summary

AimsHR is seeking a sales professional responsible for new client acquisition and growth for CTS in India. The role involves executing monthly sales plans, maintaining regular client contact, and coordinating with research teams for portfolio reviews.

You will also work with retail teams to arrange worksites at institutional clients and pursue cross-selling opportunities. The candidate should excel in target achievement, market updates, and ethical client servicing while ensuring proper

Qualifications

• Experience in acquiring and growing client base
• Ability to plan monthly sales targets and execute
• Proven cross-selling and revenue expansion capabilities
• Strong relationship management and client communication

Responsibilities

• Undertake new client acquisition, retention & growth
• Identify and acquire new customer for CTS.
• Execute monthly sales plan to acquire large prospective clients and ensure regular contact with mapped clients through weekly/monthly calls; track targets daily and meet clients.
• Penetrate clients to increase share of wallet and revenues.
• Coordinate joint calls with research team and portfolio reviews for corporate clients.
• Work with retail teams to arrange worksites at institutional client premises.
• Maintain sales volumes and revenue from all customers/products; share market updates and provide investment solutions.
• Maintain budgeted fee income and pursue cross-selling opportunities.
• Follow ethical selling practices and ensure availability of research materials for clients.
• Address client grievances and report upcoming client requirements to the regional head.
• Be aware of policies and ensure documentation for proposals and KYC procedures.
• Coordinate with CSM and market intermediaries for smooth transactions.
• Prepare periodic MIS and monitor competitor moves; report to management and product/research teams.

Skills

Client acquisition

Sales planning

Cross-selling

Customer relationship management

Market outreach

Tools

KYC procedures

Market analysis

Job description

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.

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.