Relationship Manager

3 weeks ago


india Arting Digital Private Limited Full time
Job Description
Position Title:  Relationship Manager
CTC: 5LPA
Exp: 2-4 Yrs of Sales experience
Location: Delhi NCR
Working Mode:
OnsitePrimary Skill: Effective communication, Basic Knowledge of Mutual Funds
Good to have: Presentation skills
Qualification: Any Graduate/Post Graduate/MBA
Roles and Responsibilities:-
  • Role is to increase client base and maximize sales by planning and implementing organization strategies/activities to achieve the given targets.
  • Responsible for acquiring new customers from open market and activate inactive clients. Internal Focus - Branch Relationship Team
    External Focus - Investors
  • To achieve monthly plan to acquire Retail /HNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls.
  • Generation of fresh leads through reference to shore up the clientele.
    .
  • Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling.
  • Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth.
  • Profiling customers and provide financial products to meet customer needs.
  • Ensuring the highest levels of service to Corporate clients/HNI and Retail 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 Retail and HNI customers.
       

Requirements
relationship manager

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