SPCR Kolkata | Wealth HNI

Aditya Birla Capital Ltd.; West Bengal; Sur place; INR 1 200 000 - 1 800 000; Plein temps

Résumé du poste

Aditya Birla Capital Limited is seeking a Partner Client Relations expert to drive new client acquisition, retention and growth in the Wealth HNI & CTS vertical. This role emphasizes building a strong local network, applying market insights, and delivering tailored investment solutions.

You will coordinate with research teams, arrange worksites at institutional clients, and ensure compliance with KYC and risk processes while achieving revenue targets.

Qualifications

• Masters in Finance, 5-7 years of relevant experience.
• Strong local network and market/product knowledge.
• Proven ability in client acquisition, retention and revenue growth.

Responsabilités

• Undertake new client acquisition, retention and growth for CTS.
• Execute monthly sales plan to acquire large prospective clients with regular contact and weekly/monthly calls.
• Identify potential clients through referrals, directories and online channels.
• Ensure 100% client penetration and increase share of wallet and revenues.
• Coordinate with research teams and worksites for corporate clients.
• Collaborate with retail teams to arrange worksites at institutional clients.
• Maintain sales volumes and revenue from all customers/products.
• Share regular market updates and provide suitable investment solutions.
• Ensure ethical selling practices and timely client communication.
• Support documentation, KYC procedures and risk reviews.
• Prepare periodic MIS and monitor competitor moves.

Connaissances

Strong local network

Market & investment product knowledge

Interpret market trends

Collaboration

Communication & negotiation

Target orientation

Acquisition experience

Customer centricity

Client acquisition & retention

Formation

Masters in Finance

Description du poste

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

Stay updated with Life at ABC -

• Follow our LinkedIn Page: https://www.linkedin.com/company/aditya-birla-capital
• Browse our Glassdoor Reviews: https://shorturl.at/fJKQ0

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.