Company Profile:

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. Powered by more than 34,000 employees, the businesses of ABCL have a nationwide reach with over 1,295 branches, more than 2,00,000 agents/channel partners and various bank partners.

Job description:

Required Skills & Competencies

·         HNI Client acquisition and Client retention & deepening.

·         Local network, Market and Investment product knowledge

·         Pitching the right product basis, the need and goals of the client

·         Ability to interpret market trends, high collaboration, good communication

·         Negotiation skills, target orientation, acquisition experience, expertise and customer centricity.

     Undertake new client acquisition, retention & growth

•          To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenue

     To achieve targeted profitability & fee income

•          To maintain sales volumes & achieve targeted revenue from all customers/ products.

•          To share regular market updates with clients and provide right investment solution.

      To contribute to customer satisfaction initiatives

•          To follow the ethical and fair practices code for selling products

•          To ensure regular availability of research material and inputs to the clients

     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 formulate periodic MIS and track competitor moves and report them periodically

·         To send detailed periodic activity & sales reports to the Team Lead.

·         To monitor competitor moves and products, marketing initiatives and report the same to the management, product and research teams.

      To contribute in skill enhancement

·         To ensure ongoing self-development - attend internal and external training programs, other relevant certifications that enhances the skills in the financial sales services