Affleunts

Job Description - Customer Engagement Channel
Designation: Relationship Manager - Customer Engagement

**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.

Schedule:

- Day shift

Ability to commute/relocate:

- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 3 years (required)
- Wealth management: 3 years (required)

**Speak with the employer**
+91 9642798502