Senior Partner Client Relations - Wealth - Bangalore

About the Company

Aditya Birla Capital Limited is the holding company for the Aditya Birla Group's financial services businesses. Through its subsidiaries and joint ventures, it offers protection, investment, and financing solutions to customers across different stages of life. The organization is supported by more than 38,000 employees and operates across India with over 1,300 branches, more than 2,00,000 agents and channel partners, along with multiple bank partners.

About the Culture

The company looks for people who live its core values of speed, passion, integrity, seamlessness, and commitment. It values professionals who take ownership, perform well in challenging situations, build strong teams, and develop networks through effective relationship management.

Role Overview

This position is for Partner Client Relations / Senior Partner Client Relations within the Wealth HNI & CTS department. The role is based in Bangalore, with the broader role location mentioned as Delhi, Hyderabad, Chennai, and Bangalore.

Eligibility Criteria

Candidates should hold a master's degree in finance and bring 5 to 7 years of relevant experience.

Key Responsibilities

The role focuses on acquiring new clients, retaining existing ones, and growing business through strong relationship management and market engagement.

• Identify and bring in new customers for CTS.
• Run monthly sales plans to onboard large prospects and maintain regular engagement with mapped clients through weekly and monthly calls, daily target tracking, and personal meetings.
• Find potential clients such as corporates and financial institutions through referrals, corporate associations, online sources, directories, and other lead channels.
• Drive full client penetration for sourced business to improve wallet share and revenue contribution.
• Conduct joint calls with the research team and participate in portfolio reviews and worksite interactions for corporate accounts.
• Coordinate with retail teams to organize worksites at institutional client premises.
• Deliver against sales volume targets and generate revenue across customers and products.
• Share timely market updates and recommend suitable investment solutions to clients.
• Work toward budgeted fee income through cross-selling and related initiatives.
• Follow ethical selling practices and fair conduct standards.
• Ensure clients receive timely research inputs and supporting material.
• Honor client commitments and escalate or resolve grievances appropriately.
• Stay updated on market developments and share emerging client needs with the regional head and research team to improve product and service offerings.
• Follow all relevant policies and procedures and remain compliant at all times.
• Support risk and review processes by monitoring client profiles and maintaining complete proposal and KYC documentation.
• Coordinate with CSMs and external intermediaries such as mutual funds and banks for smooth transactions and operations.
• Prepare and send periodic activity and sales MIS to the team lead.
• Track competitor actions, products, and marketing efforts, and report insights to management, product, and research teams.
• Continuously improve skills by attending internal and external training and pursuing relevant certifications in financial sales services.

Required Skills & Competencies

• Strong local network and relationship base
• Knowledge of markets and investment products
• Ability to read and interpret market trends
• Collaborative working style
• Strong verbal and written communication
• Negotiation ability
• Target-driven mindset
• Experience in acquisition-led sales
• Customer-centric approach
• Ability to acquire, retain, and deepen client relationships

Equal Opportunity Notice

The employer states that it provides equal employment opportunity and does not discriminate or tolerate harassment based on race, colour, religion, ethnicity, age, gender, disability, or any other protected characteristic. Recruitment is guided by business needs and by candidate qualification, skill, and experience.

Fraud Awareness

The company states that it does not ask job seekers for money in any form, including service charges, deposits, processing fees, or background verification charges. Any such demand should be treated as fraudulent. Candidates are advised to verify communications carefully and stay alert to fake emails, websites, and impersonation attempts. The company also notes that it will not be responsible for consequences arising from fraudulent offers involving payment.

Additional Information

The job description also references the company's career and culture information and encourages candidates to stay informed about working life at the organization.