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Senior Partner

1 month ago

Mumbai, Maharashtra, India ARDOR TALENT SOLUTIONS PRIVATE LIMITED Full time
Job Title: Senior Partner

At ARDOR TALENT SOLUTIONS PRIVATE LIMITED, we are seeking a highly skilled Senior Partner to join our team. As a key member of our client relations team, you will be responsible for acquiring and engaging with institutional clients, including corporates, SMEs, banks, and other financial institutions.

Key Responsibilities:
  • Identify and acquire new customers through effective sales strategies and relationship-building.
  • Execute monthly sales plans and maintain regular contact with clients to ensure complete client penetration and increase share of wallet and revenues.
  • Conduct joint calls with the research team for portfolio reviews and provide suitable investment solutions to clients.
  • Maintain sales volumes and achieve targeted revenue from all clients and products.
  • Engage in cross-selling initiatives to meet fee income targets and ensure client satisfaction.
  • Ensure compliance with all critical policies and procedures and monitor client profiles to ensure thorough documentation related to proposals and KYC procedures.
  • Coordinate with market intermediaries for smooth transactions and prepare periodic MIS to track competitor activities.
  • Submit detailed activity and sales reports to the team lead and participate in self-development activities to enhance skills in financial sales services.
Requirements:
  • Strong local network and in-depth knowledge of market and investment products.
  • Ability to interpret market trends and negotiate effectively.
  • High collaboration and communication skills, with a customer-centric approach.
  • Expertise in client acquisition and retention, with a focus on deepening relationships and positioning the brand to attract talent.
Skills:
  • Customer Satisfaction, Marketing, Negotiation Skill, Visio, Compliance, Treasury, Sales Service, Documentation, Product Knowledge, Trends