APCR Siliguri | Wealth HNI

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

• Associate Partner Client Relations /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

• 5–7 yrs of experience
• Wealth management
• Negotiation
• KYC
• MIS reporting
• Treasury
• Cross-selling
• MBA