Relationship Manager
2 months ago
Key Responsibilities:
- To be involved into relationship building & management with the customer for Sales & Services of Financial Products of ICICI group. (Eg. Online Trading Account, Mutual Funds, Investment Advisory, Wealth Management)
- To manage customers in the branch or through client visits & provide Financial / Investment Advisory, develop new relations through referencing & other sources.
- To generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations of the organization.
- To deliver the desired target numbers by maintaining customer relationship.
- To manage customer meetings and sales process as part of his reporting structure
- To consciously deliver support to Branch managers in increasing the profitability of the Branch.
- To conduct market research for generating business thereby adding for revenue generation.
- To ensuring customer satisfaction
- To explore new areas and ways to achieve productivity.
- To prepare and maintain an MIS report.
Skill set:
- Should be a good communicator
- Should have customer orientation
- Should have strong interpersonal skills
- Should be confident & positive approach
- Should have analytical skills
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Relationship Manager
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