
RM Mutual funds/PMS sales To HNI
1 day ago
Role & responsibilities
RM - Customer Engagement UHNI/HNI client Handling.
• 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
Preferred candidate profile
NISM XXI A, NISM VA,CFA,CFP
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RM Mutual funds/PMS sales To HNI
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