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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 clients 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 Capabilities & Competencies
Strong local network
Market and investment product knowledge
Ability to interpret market trends
High collaboration
Good communication and negotiation capabilities
Target orientation
Acquisition experience/expertise
Client centricity
Client acquisition with client retention & deepening
Key Responsibilities:
Undertake new client acquisition, retention & growth
Identify and acquire new client for CTS.
To execute monthly sales plan to acquire large prospective clients and make sure 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 clients like ads, directories of various corporate associations, internet etc.
To make sure 100% client penetration for business sourced & enabling increase in share of wallet & revenues.
To undertake joint calls with research group / portfolio review of clients with research group / worksite for corporate clients.
To work with the retail teams in arranging worksites in the premises of Institutional clients.
Reach targeted profitability & fee income
To sustain sales volumes & reach targeted revenue from all clients/ products.
To share regular market updates with clients and deliver right investment solution.
To sustain projected fee income at budgeted numbers and undertake cross selling initiatives to reach them.
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.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a RWH - Delhi | HNI at Aditya Birla Group.
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.
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.
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.