icici amc

2 weeks ago

Mumbai, India Dreams Solution Full time

Role Description

Job Description Customer Engagement Channel

Designation: Relationship Manager Customer Engagement

Reporting to: Channel Manager Customer Engagement

Grade: Executive / Assistant Manager

Experience: 1 to 5 years

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.

Role –Relationship Manager

Department: Retail Sales and Distribution

Reports To: Channel Head/Branch Manager

Job Summary

The role is primarily responsible for maximizing sales for the master brand, ICICI Prudential Asset Management Company, by planning and implementing organization strategies/activities to achieve the given targets through the set of assigned distributors .

Role/ Responsibility

Responsible for all Sales & distribution for the assigned set of distributors.

Responsible for advising the distributors the suitable product as per the requirement of their customer/Investor.

Responsible for revenue generation from the assigned distributors.

Should be completely updated on the various products and markets situation and scenario.

Responsible for Distributor Servicing for the assigned distributors.

Should be sensitive to their needs in terms of Stationery, Product Updates, Query resolution and ensure proper follow up etc.

Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business.

Should be able to close the sales call by working closely with more experienced sales representative in case of need required.

Responsible for maintaining the data of all the distributors assigned.

Desired Skills

Ability to handle client and distributors.

Good understanding of capital markets.

Research Oriented.

Result oriented and entrepreneurial skills

Target oriented with proper adherence to compliance.

Good Interpersonal Skills.

Qualification

MBA Finance/ Marketing

Experience

Minimum 3 yrs to 5 yrs. in financial industry preferably MF.

Key Role Interactions

Retail Sales

Thanks & Regards,

Kalyani N

Sr. HR Consultant
Contact No
Dreams Solution

Email-

Dream's Placement: 24-25 Shreepad Nagar, Near Alok Nagar Power House, Kanadia Road, Indore,

  • icici amc

    3 days ago

    Mumbai, Maharashtra, India Dreams Solution Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Role DescriptionJob Description Customer Engagement ChannelDesignation: Relationship Manager Customer EngagementReporting to: Channel Manager Customer EngagementGrade: Executive / Assistant ManagerExperience: 1 to 5 yearsResponsibilities:-To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads...

  • Intern

    7 days ago

    Mumbai, Maharashtra, India ICICI Prudential AMC Ltd Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Company DescriptionICICI Prudential Asset Management Company is one of India's premier fund houses, focused on bridging the gap between savings and investments. Founded in 1993, it became a joint venture with Prudential Plc in 1998. The company is dedicated to creating long-term wealth and value for investors through innovative, relevant investment...

  • Risk - Amc

    2 weeks ago

    Mumbai, India groww Full time

    **Company Vision** We are making finance simple. For millions in India. Groww is on a mission to democratize access to financial services for millions of Indians responsibly. We are a customer-first company. We believe in crafting the best and most delightful user experience for our customers and we leverage first principle thinking and technology to solve...

  • icici amc-rm-det/cec

    2 weeks ago

    Mumbai, India Dreams Solution Full time

    Position Details Relationship Manager /CEC RM Grade:I (RE) & AM(RM) Location- Mumbai/Delhi/Pune/Chennai/Bangalore CTC-3.00 Lpa to 8 Lpa Department :Distribution Expansion Sub-Department: Distribution Expansion Immediate Supervisors Position Title:Channel Head/Channel Manager No. of Direct Reportees0 No. of Indirect Reportees0 B. Demographics RoleRelationship...

  • icici amc-rm-det/cec

    3 days ago

    Mumbai, Maharashtra, India Dreams Solution Full time ₹ 4,70,000 - ₹ 9,00,000 per year

    Position DetailsRelationship Manager /CEC RMGrade:I (RE) & AM(RM)Location- Mumbai/Delhi/Pune/Chennai/BangaloreCTC-3.00 Lpa to 8 LpaDepartment :Distribution ExpansionSub-Department: Distribution ExpansionImmediate Supervisors PositionTitle:Channel Head/Channel Manager No. of Direct Reportees0 No. of Indirect Reportees0B. DemographicsRoleRelationship Executive...

  • Equity Research

    2 weeks ago

    Mumbai, India groww Full time

    **Company Vision** - We are making finance simple. For millions in India. Groww is on a mission to democratize access to financial services for millions of Indians responsibly. We are a customer-first company. We believe in crafting the best and most delightful user experience for our customers. And we leverage first-principle thinking and technology to...

  • Equity Research

    2 days ago

    Mumbai, India groww Full time

    **Company Vision** - We are making finance simple. For millions in India. Groww is on a mission to democratize access to financial services for millions of Indians responsibly. We are a customer-first company. We believe in crafting the best and most delightful user experience for our customers. And we leverage first-principle thinking and technology to...

  • Urgent Hiring For Wealth Manager(Mutual funds/PMS B2Csales) In Top AMC

    3 days ago

    Delhi, Mumbai, Mumbai, NCR, India Avani Consulting Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Role & responsibilitiesRM - Customer Engagement UHNI/HNI client Handling.• To up sell ICICI Prudential MF products to Retail/ HNI Clients as per theassigned database, generation of fresh leads through reference to shore up theclientele.• Achieving the business targets assigned in terms of up selling ICICI PrudentialProducts, enhancing and upgrading the...

  • Sr. Relationship Manager

    1 week ago

    Mumbai City, Lucknow, Bengaluru, India Orbitouch Outsourcing Private Limited Full time

    Job Description Urgent Hiring for Sr. Relationship Manager for Mumbai, Pune, Patna, Lucknow, Indore Position: Sr. Relationship Manager Locations: Mumbai, Pune, Patna, Lucknow, Indore Experience- 2 + years CTC- up to 9 LPA Working Days- 6 days Job Responsibilities: - Relationship Manager should have a good demographic understanding of IFA's/HNI/UHNI...

  • Senior Financial Advisor

    2 weeks ago

    Mumbai, India Enrichwise Financial Services Full time

    As a Senior Financial Advisor, you will be the primary point of contact for new clients. You will engage directly with HNIs and upper-middle-class prospects, understand their financial situation, explain our frameworks in a clear and compelling manner, and guide them toward structured investments. This role requires building trust quickly, converting...