Partner Client Relations
3 months ago
Director / Partner Client Relations
Locations – Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, Pune
Job Objective
- To acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making recommendations thereof.
- The Wealth Management division of our client is engaged in providing strong research-backed financial services advisory to the HNI clients and managing their ongoing financial advisory and Portfolio Management needs. The product portfolio includes Mutual funds, Life insurance, Bonds, Structured products, Real estate advisory, Company fixed deposits & Equity Commodity Broking services etc.
- Partner Client Relations are responsible for Identification and acquisition of Institutional clients and manage the overall relationship. Will also be engaged in providing the Treasury solutions, selling of all investments products and also generating business leads for our SME lending business.
- The critical skill sets that this profile requires are a strong local network, Market and Investment product knowledge, ability to interpret market trends, high collaboration, good communication and negotiation skills, target orientation, acquisition experience/expertise and customer centricity.
- The key job is to provide continuous & superior guidance to the team members to focus on (1) Client acquisition (2) Client retention & deepening (3) positioning the brand effectively to attract talent.
Key Result Areas:
To undertake new client acquisition, retention & growth:
- 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. 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
To 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.
To 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
To 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
To 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
To contribute in skill enhancement
- To ensure ongoing self-development, attend internal and external training programs, and other relevant certifications that enhance the skills in the financial sales services
Must Have
- Should have at least 12 plus years of work experience in wealth related profiles
- Should have managed Ultra HNI customers
- Should have thorough working knowledge of Equity & Debt Markets
- Should be able to get a Book of at least 50 CR to 100 CR of MF + PMS AUM
- Should have spent at least 5 years in the current or Previous organization
-
Partner Client Relations
1 month ago
hyderabad, India Antal International Full timeDirector / Partner Client Relations Locations – Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, Pune Job Objective To acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making...
-
Partner client relations
3 weeks ago
Hyderabad, India Antal International Full timeDirector / Partner Client Relations Locations – Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, Pune Job Objective To acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making...
-
Partner Client Relations
3 months ago
Hyderabad, India Antal International Full timeDirector / Partner Client RelationsLocations – Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, PuneJob ObjectiveTo acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making recommendations...
-
Partner Client Relations
2 months ago
hyderabad, India Antal International Full timeDirector / Partner Client RelationsLocations – Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, PuneJob ObjectiveTo acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making recommendations...
-
Partner Client Relations
3 months ago
Hyderabad, India Antal International Full timeDirector / Partner Client Relations Locations – Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, Pune Job Objective To acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making...
-
Partner Client Relations
3 weeks ago
hyderabad, India Antal International Full timeDirector / Partner Client RelationsLocations – Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, PuneJob ObjectiveTo acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making recommendations...
-
Client Partner
2 weeks ago
hyderabad, India Sutherland Full timeJob DescriptionPosition Overview:We are looking for an experienced Client Partner with 10-15 years of proven success in sales, particularly in hunting for net new customers. This role is ideal for someone with a strong background in selling to large corporations and a focus on US-based clients. Familiarity with the telecom industry is preferred but not...
-
Client Partner
2 weeks ago
Hyderabad, India Sutherland Full timeJob Description Position Overview: We are looking for an experienced Client Partner with 10-15 years of proven success in sales, particularly in hunting for net new customers. This role is ideal for someone with a strong background in selling to large corporations and a focus on US-based clients. Familiarity with the telecom industry is preferred but not...
-
Concept Public Relations
2 weeks ago
Hyderabad, India Concept Public Relations Full time- We are looking for a Senior Public Relations Account Director for our Hyderabad Branch with minimum 12 years of experience from a reputed PR agency background.- A Senior PR Account Director is the senior contact for clients within an agency or in-house organization.- They manage and oversee a PR team to ensure campaigns are delivered and service level...
-
Client Partner
2 months ago
Hyderabad, India ANSR Full timeAbout the Role: We are looking for an experienced Client Partner to manage a wide range of programs.You will be responsible for the delivery and overall success of the GCC. The goal is to ensure every program will be delivered successfully and add the highest possible value to the organization. Roles and responsibilities: • Act as liaison between clients...
-
Client Partner
2 months ago
hyderabad, India ANSR Full timeAbout the Role: We are looking for an experienced Client Partner to manage a wide range of programs.You will be responsible for the delivery and overall success of the GCC. The goal is to ensure every program will be delivered successfully and add the highest possible value to the organization. Roles and responsibilities: • Act as liaison between clients...
-
Client Partner
1 week ago
hyderabad, India ANSR Full timeAbout the Role: We are looking for an experienced Client Partner to manage a wide range of programs. You will be responsible for the delivery and overall success of the GCC. The goal is to ensure every program will be delivered successfully and add the highest possible value to the organization. Roles and responsibilities: • Act as liaison between...
-
Client Partner
2 months ago
hyderabad, India ANSR Full timeAbout the Role: We are looking for an experienced Client Partner to manage a wide range of programs. You will be responsible for the delivery and overall success of the GCC. The goal is to ensure every program will be delivered successfully and add the highest possible value to the organization. Roles and responsibilities: • Act as liaison between...
-
Client Partner
2 months ago
Hyderabad, India ANSR Full timeAbout the Role: We are looking for an experienced Client Partner to manage a wide range of programs.You will be responsible for the delivery and overall success of the GCC. The goal is to ensure every program will be delivered successfully and add the highest possible value to the organization. Roles and responsibilities: • Act as liaison between clients...
-
Senior Director of Public Relations
1 week ago
Hyderabad, Telangana, India Concept Public Relations Full timeJob Title: Senior Director of Public RelationsAbout the Role:We are seeking an experienced Senior Director of Public Relations to lead our PR team at Concept Public Relations in Hyderabad. This is a challenging opportunity to manage and oversee PR campaigns, build relationships with key commentators and industry spokespeople, and provide counsel to our...
-
Client Partner
2 weeks ago
Hyderabad, India Sutherland Full timeJob DescriptionPosition Overview:We are looking for an experienced Client Partner with 10-15 years of proven success in sales, particularly in hunting for net new customers. This role is ideal for someone with a strong background in selling to large corporations and a focus on US-based clients. Familiarity with the telecom industry is preferred but not...
-
Client Partner
2 weeks ago
Hyderabad, India Sutherland Full timeJob DescriptionPosition Overview:We are looking for an experienced Client Partner with 10-15 years of proven success in sales, particularly in hunting for net new customers. This role is ideal for someone with a strong background in selling to large corporations and a focus on US-based clients. Familiarity with the telecom industry is preferred but not...
-
Client Partner
2 weeks ago
Hyderabad, India Sutherland Full timeJob Description Position Overview: We are looking for an experienced Client Partner with 10-15 years of proven success in sales, particularly in hunting for net new customers. This role is ideal for someone with a strong background in selling to large corporations and a focus on US-based clients. Familiarity with the telecom industry is preferred but not...
-
Client Partner
2 weeks ago
hyderabad, India Sutherland Full timeJob DescriptionPosition Overview:We are looking for an experienced Client Partner with 10-15 years of proven success in sales, particularly in hunting for net new customers. This role is ideal for someone with a strong background in selling to large corporations and a focus on US-based clients. Familiarity with the telecom industry is preferred but not...
-
Senior Director of Public Relations
2 weeks ago
Hyderabad, Telangana, India Concept Public Relations Full timeJob Title: Senior Director of Public RelationsJob Summary: We are seeking a highly experienced Senior Director of Public Relations to lead our PR team and drive business growth. The ideal candidate will have a strong track record of delivering successful PR campaigns and managing a team of PR professionals.Key Responsibilities:Lead and manage a team of PR...
