Partner Client Relations/Senior Partner Client Relations Role - Wealth Management

Role Overview:

Undertake new client acquisition, retention and growth for the company.

Key Responsibilities:

• Identify and acquire new customers.
• Execute monthly sales plans to acquire large prospective clients and ensure regular contact through weekly or monthly calls, daily tracking of targets and personal meetings.
• Identify potential clients (Corporates/FIs) through referral networks and other sourcing channels like ads, directories and internet.
• Ensure 100% client penetration for business sourced to increase share of wallet and revenues.
• Undertake joint calls with the research team and conduct portfolio reviews for corporate clients.
• Work with retail teams to arrange worksites in the premises of institutional clients.
• Achieve targeted profitability and fee income.
• Maintain sales volumes and achieve targeted revenue from all products.
• Share regular market updates with clients and provide appropriate investment solutions.
• Maintain projected fee income at budgeted numbers and undertake cross selling initiatives.

Customer Satisfaction and Compliance:

• Follow ethical and fair practices for selling products.
• Ensure regular availability of research material and inputs to clients.
• Ensure client promises are kept and grievances are adequately addressed.
• Keep abreast of latest developments and report upcoming client requirements to the Regional Head and research team to innovate the product mix.
• Ensure policy adherence and documentation, including monitoring client profiles and KYC procedures.
• Coordinate with CSM and market intermediaries like MFs and banks for smooth transactions and operations.

Reporting:

• Formulate periodic MIS, track competitor moves and report them to management, product and research teams.
• Send detailed periodic activity and sales reports to the Team Lead.