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Director / Partner Client Relations

Locations – Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, Pune

Job Objective

• To acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making recommendations thereof.
• The Wealth Management division of our client is engaged in providing strong research-backed financial services advisory to the HNI clients and managing their ongoing financial advisory and Portfolio Management needs. The product portfolio includes Mutual funds, Life insurance, Bonds, Structured products, Real estate advisory, Company fixed deposits & Equity Commodity Broking services etc.
• Partner Client Relations are responsible for Identification and acquisition of Institutional clients and manage the overall relationship. Will also be engaged in providing the Treasury solutions, selling of all investments products and also generating business leads for our SME lending business.
• The critical skill sets that this profile requires are a strong local network, Market and Investment product knowledge, ability to interpret market trends, high collaboration, good communication and negotiation skills, target orientation, acquisition experience/expertise and customer centricity.
• The key job is to provide continuous & superior guidance to the team members to focus on (1) Client acquisition (2) Client retention & deepening (3) positioning the brand effectively to attract talent.

Key Result Areas:

To undertake new client acquisition, retention & growth:

• To 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. To identify potential clients (Corporates/FIs) through referral networks and other channel of sourcing new customers like ads, directories of various corporate associations, internet etc
• To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenues
• To undertake joint calls with research team / portfolio review of clients with research team / worksite for corporate clients.
• To work with the retail teams in arranging worksites in the premises of Institutional clients

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 maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them.

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 that client promises are kept and their grievances are adequately addressed or highlighted
• To keep up breast of the latest developments & report to the Regional Head, research team of the upcoming client requirements to innovate the product/service mix

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 coordinate with CSM and market intermediaries like MFs & banks for smooth transaction and operations

To formulate periodic MIS and track competitor moves and report them periodically

• To send detailed periodic activity & sales reports to the Teal 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, and other relevant certifications that enhance the skills in the financial sales services

Must Have

• Should have at least 12 plus years of work experience in wealth related profiles
• Should have managed Ultra HNI customers
• Should have thorough working knowledge of Equity & Debt Markets
• Should be able to get a Book of at least 50 CR to 100 CR of MF + PMS AUM
• Should have spent at least 5 years in the current or Previous organization

Company Description

Prosperity Services Kochi

Role Description

This is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi. These are central client-facing roles where professionals advise clients on wealth growth, manage their investment portfolios, and develop personalized financial plans covering investment, retirement, and estate planning.  The role involves managing client portfolios, building strong relationships, identifying business opportunities, and ensuring client satisfaction.

Qualifications

• Demonstrated experience in sales and client relationship management
• Strong communication and interpersonal skills
• Ability to multitask and prioritize in a fast-paced environment
• Knowledge of financial services and products
• Analytical and problem-solving skills
• Bachelor's degree in Business Administration or related field
• Sales Experience in Financial Services Industry is a plus

• Develop and implement comprehensive financial plans for clients.
• Provide expert advice on investment strategies, retirement planning, and risk management.
• Analyze clients' financial situations and recommend suitable financial products.
• Build and maintain strong, long-term relationships with clients.
• Conduct regular reviews of client portfolios and adjust strategies as needed.
• Stay abreast of market trends, economic conditions, and regulatory changes.
• Ensure compliance with all industry regulations and company policies.
• Identify opportunities for new client acquisition and business development.
• Collaborate with internal specialists (e.g., estate planners, tax advisors) to provide holistic solutions.
• Maintain accurate client records and documentation.
• Educate clients on financial concepts and investment strategies.
• Achieve individual and team sales and service targets.

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Minimum 5 years of experience in financial advisory, wealth management, or a related role.
• Relevant certifications such as CFP (Certified Financial Planner), CFA, or NISM certifications are highly preferred.
• Proven track record of managing a client portfolio and achieving financial goals.
• In-depth knowledge of financial markets, investment vehicles, and financial planning tools.
• Excellent communication, presentation, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Ethical conduct and commitment to a fiduciary standard.
• Ability to work independently and collaboratively in a hybrid work environment.
• Proficiency in financial planning software and CRM systems.

About Yubi Market

Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace traditional investments like fixed deposits and mutual funds.In the last 4 years of our existence, we have earned the trust & support of the wealth ecosystem. Our goal is to democratize access to high quality financial products to consumers in India through technology & enabling access to investors across categories.

About the role-

The successful candidate will be responsible for managing the product lifecycle for our fee-based third-party products and Privately Managed Portfolios. Specifically, the Product Manager will be accountable for the following:

The tie-up with the third party product providers, mutual funds, insurance companies and Alternate Investment funds etc

Management of discretionary managed programs; ensure compliant design and delivery of our solutions/Products, including Mutual Funds, PE Funds, Insurance, PMS,AIF, Structured Products, REITS, and overseas product basket

Development of long term plans to grow asset book, including enhancing the advisor experience, adding new mandates, product innovation and operational improvements

Domestic and international competitive intelligence

Monitor program sales and profitability against targets and adjust approach when necessary provide monthly review/insights of product sales, assets and profitability

Determine ongoing product evolution/development priorities

Own the design of the client and advisor product experience

Develop business cases for new products or product enhancements

Develop, implement pricing strategies & exhibit a data-driven approach but also comfortable in dealing with ambiguous situations intuitively with sound business acumen

Manage key enterprise stakeholder relationships and product advisory groups

Ensure that product management function is audit-ready at all times

Executive and field presentation development to communicate product management strategy, key initiatives updates, etc.

Foster proactive and productive relationships with channel and support partners

Ensure that the platform remains competitive yet streamlined; that the products are meeting client investment needs and are relevant in the current marketplace

Highly skilled in prioritizing the roadmap and communicating the same to a diverse audience comprising management, central leadership & regional leadership and other teams.

Requirements

Ability to understand the larger industry, organization’s priorities, and develop a clear roadmap for third party & products

Minimum 10+ years of experience in Product Management in Wealth Management Firm

Brings new insights and ideas by using industry knowledge, competitive analysis, regulatory changes, and technology innovations to drive business

Excellent problem-solving and design skills with an ability to define a clear problem statement, user scenarios, use cases including edge cases, and the underlying assumptions.

Ownership attitude to ensure that product is not just designed and developed, but also adopted by the target audience.

Collaborative personality and leadership skills to work with a diverse set of colleagues and drive execution without having direct authority.

Hands-on experience with due diligence with third party products. Will be responsible for incrementally adding to topline growth through constant endeavors to improve the overall value proposition of the product, identifying cross-selling/up-selling opportunities and implementing them

Effectively planning the strategies by understanding the business dynamics, gap analysis, interacting with key stakeholders and framing implementation plan for seamless execution

Design and implementing product positioning, messaging and Go-To-Market Strategy across offline and online channels

To ensure high quality launch materials, customer presentations and sales training.

Have a keen eye to track the latest offering and developments in the market and become a repository for market

• Develop and implement strategic asset allocation models for diverse client portfolios.
• Conduct thorough macroeconomic and market analysis to identify investment opportunities and risks.
• Construct and manage investment portfolios, ensuring alignment with client objectives and risk tolerance.
• Collaborate with financial advisors to present investment strategies and performance reviews to clients.
• Monitor portfolio performance and rebalance as necessary to achieve target returns.
• Research and evaluate various investment vehicles, including equities, fixed income, alternatives, and derivatives.
• Contribute to the development of proprietary investment research and thought leadership.
• Stay abreast of market trends, regulatory changes, and global economic developments.

• Master's degree in Finance, Economics, or a related quantitative field.
• CFA charter or progress towards it is highly preferred.
• Minimum of 7 years of experience in investment management, portfolio management, or investment strategy.
• Proven experience in asset allocation, risk management, and portfolio construction.
• Strong analytical and quantitative skills, with proficiency in financial modeling.
• Excellent communication, presentation, and interpersonal skills.
• Deep understanding of global financial markets and various asset classes.
• Ability to work effectively in a team-oriented, client-focused environment.

L ooking for a results-driven Partner Alliance Manager to drive business growth by acquiring and managing franchisees, DIGI partners, and remisier networks. The role focuses on developing strong B2B partnerships, increasing revenue through partner channels, and ensuring seamless onboarding and engagement of partners.

The ideal candidate will have experience in the broking industry, with a strong understanding of equity products, mutual funds, PMS, and other investment solutions. This role requires excellent relationship management skills, strategic thinking, and a deep understanding of capital markets.

Acquisition of Franchisee, DIGI partners & Remisier.

Generating business from these partners.

Build rapport with these Partners & help them on-board their clients across products.

Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team.

Ensure best services to the distributors.

Help distributors on joint calls.

Candidate's Profile :

Minimum 1+ years in the broking industry with B2B experience preferred.

NISM 8 certification and Advisory background is a must

Strong understanding of equity broking, mutual funds, PMS, and investment products.

Ability to engage, and support partners effectively.

Willingness to continuously update knowledge on capital markets and investment trends.

Goal-driven, with a passion for achieving and exceeding sales targets.