Senior Partner/Partner - Client Relations - NBFC

Requirements : - Should have understanding of wealth products like mutual funds, Private equity, PMS, structured products, bonds etc. - Experience of Acquiring HNI or Affluent clients is a must. Undertake new client acquisition, retention & growth: - Identify and acquire new customers for CTS. - Execute monthly sales plans to acquire large prospective clients and ensure regular contact with all mapped clients through weekly/monthly calls, daily tracking of targets, and personal meetings. - Identify potential clients (Corporates/FIs) through referral networks and other channels like ads, directories, and internet. - Ensure 100% client penetration for business sourced to increase share of wallet & revenues. - Undertake joint calls with the research team for portfolio reviews and worksite visits for corporate clients. 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 numbers and undertake cross-selling initiatives. Contribute to customer satisfaction initiatives: - Follow ethical and fair practices for selling products. - Ensure regular availability of research material and inputs for clients. - Ensure client promises are kept and grievances are adequately addressed. - Keep abreast of the latest developments and report upcoming client requirements to the Regional Head and research team to innovate the product/service mix. Ensure policy adherence and documentation: - Be aware of all critical policies & procedures & ensure compliance. - Support the risk & review process through continual monitoring of client profiles & ensuring thorough documentation relating to proposals & KYC procedures. - Coordinate with CSM and market intermediaries like MFs & banks for smooth operations. Formulate periodic MIS and track competitor moves: - Send detailed periodic activity & sales reports to the Team Lead. - Monitor competitor moves, products, and marketing initiatives and report to management, product, and research teams. Contribute in skill enhancement: - Ensure ongoing self-development by attending internal and external training programs and relevant certifications in financial sales services.