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Relationship Manager - Sales - Mutual Fund Business (2-10 yrs)

2-10 years

Relationship Manager - Sales - Mutual Fund Business (2-10 yrs)

See & Recruit (India)

posted 1d ago

Job Role Insights

Fixed timing

Key skills for the job

Job Description

Responsibilities:

- To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.

- Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth relationships.

- Profiling customers and provide financial products to meet customer needs

- Ensuring the highest levels of service to the client /HNI customers

- Providing Investment planning and advice

- Achieving sales and revenue targets spread across product mix

- One point contact for the assigned customer

- Acquisition & Servicing of HNI/UHNI customers.

- Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.


Functional Areas: Other

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