RWH - Delhi | CTS

Aditya Birla Group; Delhi; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Aditya Birla Capital Limited in Delhi seeks a Wealth HNI & CTS professional (RWH) to drive client growth and retention across institutional clients. The role demands strong networking, market insight, and collaboration with research and retail teams.

The candidate should have a finance background, 5–7 years of relevant experience, and a track record of achieving revenue targets while upholding ethical and compliant practices.

Qualifications

• Masters in Finance with 5-7 years of relevant experience.
• Strong local network and market knowledge.
• Ability to interpret market trends and provide investment insights.
• High collaboration, communication and negotiation skills.
• Customer centricity with focus on client acquisition and retention.

Responsibilities

• Undertake new client acquisition, retention & growth.
• Identify and acquire new customers for CTS.
• Execute monthly sales plans to attract large prospects and maintain regular contact with mapped clients.
• Track targets and conduct weekly/monthly client calls; identify potential corporate and FI clients.
• Ensure 100% client penetration, increase share of wallet and revenues.
• Joint calls with research team for portfolio reviews and worksites at client premises.
• Coordinate with retail teams to arrange worksites at institutional clients.
• Maintain sales volumes and revenue from all customers/products.
• Share market updates and provide right investment solutions.
• Maintain projected fee income and cross-sell to achieve targets.
• Follow ethical practices, provide research inputs, and address client grievances.
• Keep abreast of developments and inform Regional Head/research on client requirements.
• Ensure policy adherence and thorough KYC documentation.
• Prepare periodic MIS and monitor competitor moves; report to Teal Lead.
• Support skill enhancement through training and certifications.

Skills

Strong local network

Market knowledge

Investment product knowledge

Interpret market trends

Collaboration

Communication

Negotiation skills

Target orientation

Customer centricity

Client acquisition & retention

Education

Masters in Finance

Job description

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

Job Description:

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

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.

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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.