Senior Partner - Client Relations – Wealth – Bengaluru & Cochin

Aditya Birla Capital (On-site)

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Job Description – Partner Client Relations / Senior Partner Client Relations

Enriching Lives. Winning as ONE.

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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.

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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 form strong networks as a result of effective relationship-building.

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Role Details

• Business: Aditya Birla Capital

• Unit: Aditya Birla Capital Limited

• Location: Delhi / Hyderabad / Chennai / Bangalore

• Role: Partner Client Relations / Senior Partner Client Relations

• Department: Wealth HNI & Wealth

• Eligibility Criteria: Masters in Finance, 5–7 Years of Relevant Experience

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Required Skills & Competencies

• 7 Plus years of experience in Wealth Management / Banking Industry

• 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

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Key Responsibilities

1. Undertake New Client Acquisition, Retention & Growth

• Identify and acquire new customers for Wealth

• Execute monthly sales plan to acquire large prospective clients

• Ensure regular contact with all mapped clients through weekly/monthly calls

• Daily tracking of targets & personal meetings with clients

• Identify potential clients (Corporates/FIs) through referral networks and other sourcing channels such as ads, directories, corporate associations, internet, etc.

• Ensure 100% client penetration for business sourced & increase share of wallet & revenues

• Undertake joint calls with research team / portfolio reviews / corporate worksite engagements

• Work with retail teams to arrange worksites in institutional client premises

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2. Achieve Targeted Profitability & Fee Income

• Maintain sales volumes & achieve targeted revenue from all customers/products

• Share regular market updates with clients and provide the right investment solutions

• Maintain projected fee income at budgeted levels

• Undertake cross-selling initiatives to achieve revenue targets

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3. Contribute to Customer Satisfaction Initiatives

• Follow ethical and fair practices code for selling products

• Ensure regular availability of research material and inputs to clients

• Ensure client commitments are fulfilled and grievances addressed

• Keep abreast of latest developments and communicate client requirements to Regional Head & research teams

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4. Ensure Policy Adherence and Documentation

• Be aware of all critical policies & procedures and ensure compliance

• Support risk & review processes through monitoring client profiles

• Ensure proper documentation including proposals & KYC procedures

• Coordinate with CSM and market intermediaries like MFs & banks for smooth transactions

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5. MIS, Competitor Tracking & Reporting

• Send periodic activity & sales reports to the Team Lead

• Monitor competitor products, marketing initiatives & report insights to management, product & research teams

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6. Skill Enhancement

• Ensure ongoing self-development through internal/external training programs

• Pursue relevant certifications to enhance financial advisory skills

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Company Information & Disclaimer

Learn More About Growth & Culture at ABC

• Careers: https://www.adityabirlacapital.com/careersref=abc-homepage

Stay Updated with Life at ABC

• LinkedIn: https://www.linkedin.com/company/aditya-birla-capital

• Glassdoor: https://shorturl.at/fJKQ0

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Disclaimer

Aditya Birla Capital is committed to providing 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 business needs and candidates meeting the eligibility criteria such as qualification, skills and experience.

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Important

• Aditya Birla Capital and its member companies do not demand or accept money from job applicants

• Any job offer involving service charges, deposits, or fees should be considered fake

• Authentic job offer emails will only come from the domain: adityabirlacapital.com

• Beware of fraudulent emails from Gmail/Yahoo/Hotmail/Live domains

• Do not share personal details without verification

• Report suspicious offers and remain vigilant

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