Regional Wealth Head- Hyderabad- Wealth HNI

Aditya Birla Capital; Telangana; On-site; INR 1,800,000 - 3,200,000; Full time

Job summary

Aditya Birla Capital in Mumbai seeks a Partner Client Relations professional to drive new client acquisition, retention, and growth within Wealth HNI & CTS. The role demands strong local networks, market insight, and excellent client engagement to deepen relationships and expand revenue streams.

The incumbent will coordinate with research and retail teams, ensure compliant KYC processes, and contribute to MIS with market intelligence.

Qualifications

• Masters in Finance with 5–7 years of relevant experience.

Responsibilities

• Undertake new client acquisition, retention & growth.
• Identify and acquire new customers for CTS; execute monthly sales plan and maintain regular contact with mapped clients.
• Aim for 100% client penetration for sourced business and increase share of wallet and revenues.
• Collaborate with research team for portfolio reviews and worksites for corporate clients.
• Coordinate with retail teams to arrange worksites within Institutional client premises.
• Maintain revenue targets and provide right investment solutions to clients.
• Share market updates with clients and pursue cross-selling to reach budgeted fees.
• Ensure compliance with policies and proper documentation (KYC).
• Prepare MIS and monitor competitor moves; report to leadership and research teams.
• Pursue ongoing self-development through internal/external training and certifications.

Skills

Strong local network

Market and investment product knowl

Ability to interpret market trends

High collaboration

Good communication and negotiation

Target orientation

Acquisition experience/expertise

Customer centricity

Client acquisition with client Retent/

Education

Masters in Finance

Job description

Business

Aditya Birla Capital

Job 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.

Aditya Birla Finance Limited

Aditya Birla Finance Limited (“ABFL”), a subsidiary of Aditya Birla Capital Limited, is among the leading well-diversified non-banking financial services company in India. ABFL offers customized solutions in the areas of personal finance, mortgage finance, SME finance, corporate finance, wealth management, debt capital markets and loan syndication.

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.

Role Details

Business

Aditya Birla Capital

Unit

Aditya Birla Finance Limited

Location

Mumbai

Role

Partner Client Relations / Senior Partner Client Relations

Department

Wealth HNI & CTS

Eligibility Criteria

Masters in Finance, 5-7 Years of Relevant Experience

Required Skills & Competencies

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

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.

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.

Refer the links to know more Growth & Culture at ABC: https://www.adityabirlacapital.com/careers?ref=abc-homepage

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Disclaimer

Aditya Birla Capital is committed to provide equal opportunity to all in employment and prohibits discrimination or harassment in any form on the basis of race, colour, religion, ethnicity, age, gender, disability or any other characteristic protected by law. Diversity, Equity and Inclusion (DEI) is embedded in our recruitment policies based on our business needs and candidates meeting the eligibility criteria such as qualification, skills and experience.