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 must. Undertake new client acquisition, retention & growth: - Identify and acquire new customer. - 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, and 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. Ensure policy adherence and documentation: - To be aware of all critical policies & procedures & ensure compliance with them. - To help the risk & review process through continual monitoring of client profile & ensuring thorough documentation relating to proposals & KYC procedures. - To coordinate with CSM and market intermediaries like MFs & banks for smooth transaction and operations. Formulate periodic MIS and track competitor moves and report them periodically: - To send detailed periodic activity & sales reports to the Teal Lead. - To monitor competitor moves and products, marketing initiatives and report the same to the management, product and research teams. Contribute in skill enhancement: - To ensure ongoing self-development - attend internal and external training programs, other relevant certifications that enhances the skills in the financial sales services.