Zonal Head - Client Relationship Management - Financial Services

Zonal head- Client Relationship Management

Responsibilities :

- Build and lead a high-performing CRM team across Pan India, ensuring effective collaboration and achieving team goals.

- Develop and implement comprehensive sales strategies to target and acquire new HNI, UHNI, and NRI clients.

- Foster strong and long-lasting relationships with clients, understanding their financial aspirations and needs.

- Partner with the product sourcing team to create personalized investment portfolios for clients, focusing on alternate investment opportunities.

- Proactively educate and advise clients on potential risks and market trends, ensuring informed decision-making.

- Manage and analyze client portfolios, recommending adjustments based on market conditions and client goals.

- Achieve and exceed individual and team sales targets, contributing significantly to the company's overall revenue growth.

- Stay updated on market trends, competitor analysis, and new developments in the alternate investment industry.

Qualifications :

- Post-graduate degree with 10+ years of experience in sales to HNI, UHNI, and NRI clients.

- Proven track record of exceeding sales targets and achieving consistent growth.

- Strong communication, interpersonal, and negotiation skills.

- In-depth knowledge of financial planning and investment services, particularly related to alternate investments.

- Experience leading and motivating a sales team.

- Familiarity with the Indian market, particularly Mumbai, Pune, Nashik, Nagpur, Ahmedabad, Surat, Vadodara, and Goa.

- Prior experience in banking, private banking, financial services, real estate, or luxury products is preferred.

Benefits :

- Competitive salary and benefits package.

- Opportunity to lead and develop a high-performing team.

- Work in a dynamic and fast-paced environment.