Senior Partner Client Relations - Wealth-Delhi

About the company

Aditya Birla Capital Limited is the financial services holding company of the Aditya Birla Group. Through its subsidiaries and joint ventures, it operates across protection, investing, and financing solutions, serving customers across different stages of life. The group is supported by more than 38,000 employees, a nationwide branch network of over 1,300 locations, more than 2,00,000 agents and channel partners, and multiple banking partnerships.

About the culture

The organisation looks for people who reflect its five core values: speed, passion, integrity, seamlessness, and commitment. It values professionals who welcome challenges, take ownership, build and sustain strong teams, and create effective networks through relationship building.

Role overview

This role sits within the Wealth HNI & CTS department and focuses on managing partner and client relationships while driving acquisition, retention, growth, revenue, and service quality. The position is based in Delhi, with the broader role context also covering Hyderabad, Chennai, and Bangalore.

Eligibility criteria

The preferred qualification is a Master’s degree in Finance, along with 5 to 7 years of relevant experience.

Required skills and competencies

• Strong local networking ability
• Knowledge of markets and investment products
• Ability to interpret market trends
• Collaborative working style
• Effective communication and negotiation
• Focus on targets and outcomes
• Experience in client acquisition
• Customer-focused mindset
• Ability to deepen and retain clients

Key responsibilities

• Bring in new clients, retain existing ones, and support business expansion.
• Identify and onboard new CTS customers, including large prospects sourced through referrals and other channels such as advertisements, directories, corporate associations, and internet research.
• Execute the monthly sales plan, maintain regular contact with mapped clients through weekly and monthly calls, track daily targets, and meet clients in person.
• Improve client coverage so that the business reaches the full potential of sourced accounts and increases wallet share and revenue.
• Coordinate joint client calls with the research team, including portfolio reviews and workplace visits for corporate accounts.
• Work alongside retail teams to arrange workplace engagements at institutional client premises.
• Deliver profitability and fee-income goals across customers and products.
• Share timely market updates and recommend suitable investment solutions to clients.
• Maintain planned fee income levels and use cross-selling opportunities to support revenue targets.
• Follow ethical selling standards and fair practices at all times.
• Ensure clients have access to relevant research inputs and supporting material.
• Honor client commitments, resolve issues appropriately, and escalate grievances when needed.
• Stay updated on market developments and communicate upcoming client needs to the Regional Head and research team for product or service innovation.
• Keep current on key policies and procedures and ensure full compliance.
• Support risk and review processes through continuous monitoring of client profiles and complete KYC and proposal documentation.
• Coordinate with CSM teams and market intermediaries such as mutual funds and banks to ensure smooth transactions and operations.
• Prepare periodic MIS, activity, and sales reports for the Teal Lead.
• Track competitor activity, product launches, and marketing initiatives, and report findings to management, product, and research teams.
• Continue building skills through internal and external training and relevant certifications in financial sales services.

Additional information

The company promotes equal opportunity and does not permit discrimination or harassment on the basis of race, colour, religion, ethnicity, age, gender, disability, or any other legally protected characteristic. Diversity, equity, and inclusion are part of the hiring approach, aligned with business requirements and candidate eligibility.

Important notice

• The company does not ask for or accept any payment from applicants.
• Any offer that requests a service charge, security deposit, processing fee, background verification fee, or similar payment should be treated as fraudulent.
• Authentic emails will come from the adityabirlacapital.com domain.
• Be cautious of fraudulent URLs that imitate legitimate company senders.
• Any message requesting personal details alongside interview or job information should be verified carefully, especially if it includes Gmail, Yahoo, Hotmail, or Live addresses.
• If someone has been offered a job in exchange for payment, the company and its member companies will not be responsible for any resulting consequences.
• Candidates should stay alert to such scams and report them when needed, including to law enforcement if appropriate.
• Fake websites, email IDs, and social media pages that resemble the company’s official presence should be treated with caution.
• The company reserves the right to take suitable action as it deems necessary.

Resources

Growth and culture information, as well as company social updates, were referenced in the source content.