SPCR Coimbatore| Wealth HNI
CoimbatoreFull-time5–7 yrsPosted 2 months ago
Senior finance role at Aditya Birla Group in Coimbatore. Needs 5–7 years and an MBA.
About the role
ob Description - Partner Client Relations/ Senior Partner Client Relations Aditya Birla Capital Limited ("ABCL") is the holding company for the financial services businesses of the Aditya Birla Group. With subsidiaries/JVs that have a strong presence across Protecting, Investing and Financing solutions, ABCL is a financial solutions group that caters to the diverse needs of its customers across their life cycle.
What you'll do
- Partner Client Relations / Senior Partner Client Relations
- Undertake new client acquisition, retention & growth
- Identify and acquire new customer for Wealth HNI
- Execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls
- Daily tracking of targets & personal meeting with clients
What you need
- Wealth management
- Negotiation
- KYC
- MIS reporting
- Treasury
- Cross-selling