Strategic Client Relationship Manager

4 weeks ago

Mumbai, Maharashtra, India ARDOR TALENT SOLUTIONS PRIVATE LIMITED Full time

Job Title: Senior Partner Client Relations


Role Overview:


The primary responsibility of this role is to acquire and engage with institutional clients, including corporates, SMEs, banks, and other financial institutions. As a key member of the wealth management division, you will be responsible for managing client portfolios, providing market and product updates, and making informed recommendations to clients.


Key Responsibilities:



  2. Identify and acquire new institutional clients through effective sales strategies and relationship-building techniques.
  3. Manage overall client relationships to ensure high levels of client satisfaction and retention.
  4. Provide treasury solutions and sell various investment products to clients, including mutual funds, life insurance, bonds, structured products, real estate advisory, company fixed deposits, and equity commodity broking services.
  5. Generate leads for SME lending and collaborate with market intermediaries for smooth transactions.

Key Competencies:



  • Strong local network and ability to interpret market trends.
  • High collaboration and communication skills, with the ability to negotiate effectively.
  • Target orientation and expertise in client acquisition.
  • Customer-centric approach and ability to stay updated on market trends.

Key Result Areas and Responsibilities:



  2. Client Acquisition, Retention, and Growth:

  • Identify and acquire new customers through effective sales strategies.
  • Execute monthly sales plans and maintain regular contact with clients.
  • Utilize referral networks and other channels for sourcing new customers.

Client Engagement and Penetration:

  • Ensure complete client penetration for business sourced and increase share of wallet and revenues.
  • Conduct joint calls with the research team for portfolio reviews.

Achieving Profitability and Fee Income:

  • Maintain sales volumes and achieve targeted revenue from all clients and products.
  • Share regular market updates and provide suitable investment solutions.
  • Engage in cross-selling initiatives to meet fee income targets.

Customer Satisfaction Initiatives:

  • Follow ethical practices in selling products.
  • Ensure client promises are kept and grievances are addressed promptly.
  • Stay informed of the latest developments and communicate upcoming client requirements.

Policy Adherence and Documentation:

  • Ensure compliance with all critical policies and procedures.
  • Monitor client profiles and ensure thorough documentation related to proposals and KYC procedures.

Coordination and Reporting:

  • Coordinate with market intermediaries for smooth transactions.
  • Prepare periodic MIS and track competitor activities.
  • Submit detailed activity and sales reports to the team lead.

Skill Enhancement:

  • Participate in self-development activities, including training programs and certifications, to enhance skills in financial sales services.


Skills:


Customer Satisfaction, Marketing, Negotiation Skill, Visio, Compliance, Treasury, Sales Service, Documentation, Product Knowledge, Trends

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