RWH - Delhi | CTS

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.

 

Role Details: 

 

Business	Aditya Birla Capital
Unit	Aditya Birla Capital Limited
Location	Mumbai
Role	RWH
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.

Frequently Asked Questions

What are the eligibility criteria for the RWH - Delhi | CTS job at Aditya Birla Group?

Eligibility typically includes the qualifications and experience outlined in the job description above, with around 9-12 Years years of relevant experience expected for this role.

What are the primary responsibilities of a RWH - Delhi | CTS at Aditya Birla Group?

The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a RWH - Delhi | CTS at Aditya Birla Group.

Is prior experience required for this position?

This role requires around 9-12 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.

What skills are important for this role?

Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.

How do I apply for the RWH - Delhi | CTS role at Aditya Birla Group?

You can apply directly using the Apply Now button on this page, which will take you to Aditya Birla Group's application process for this role.