RWH - Delhi | CTS

Aditya Birla Group; Delhi; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Aditya Birla Capital Limited is seeking a high-performing wealth advisory professional to drive client acquisition, retention and growth for CTS products across Delhi/NCR. You will identify large prospective clients, conduct portfolio reviews, and tailor investment solutions for institutional and corporate clients.

The role requires a Masters in Finance with 5-7 years of relevant experience, a strong local network, and the ability to interpret market trends while collaborating with sales and

Qualifications

• Masters in Finance with 5-7 years of relevant experience.
• Strong local network and ability to acquire clients.
• Market knowledge and investment product understanding.
• Excellent communication, negotiation and collaboration skills.

Responsibilities

• Undertake new client acquisition, retention and growth.
• Identify and acquire new CTS clients and maintain regular touchpoints.
• Execute sales plans, coordinate with research and retail teams.
• Ensure profitability, cross-sell and maintain client satisfaction.

Skills

Local network

Market knowledge

Investment products

Market trends

Collaboration

Communication

Negotiation

Target orientation

Customer centricity

Client acquisition

Education

Masters in Finance

Job description

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

Unit

Location

Role

RWH

Department

Wealth HNI & CTS

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 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.

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.