Specialist - Client Service Management

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. 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. To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. 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 undertake joint calls with research team / portfolio review of clients with research team / worksite for corporate clients. To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them. 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 monitor competitor moves and products, marketing initiatives and report the same to the management, product, and research teams To ensure ongoing self-development, attend internal and external training programs, and other relevant certifications that enhance the skills in the financial sales services Should have at least 12 plus years of work experience in wealth related profiles