Relationship Manager

1 week ago


Greater Delhi Area, India Opus Global Services India Full time

Role: Relationship Executive / Relationship Manager – CEC Education Background Graduate / Post-Graduate / MBA with a minimum of 2 years of experience in the BFSI sector. Work Experience - 1–3 years of sales experience. Preference will be given to NISM 5A & 21A certified candidates with experience in managing Retail/HNI clients and in-depth knowledge of Mutual Funds. - Candidate willing to relocate can also apply Critical Skills Required - Relationship Management - Influencing Skills - Technical / Product Knowledge - Presentation Skills - Interpersonal Skills - Effective Communication - Result-orientation with strong adherence to compliance Role Purpose To maximize sales by planning and implementing organizational strategies and activities in order to achieve assigned business targets. Key Accountabilities - Up-sell ICICI Prudential Mutual Fund products to Retail and HNI clients as per the assigned database - Generate fresh leads through references to expand the client base - Acquire HNI clients and maintain consistent engagement through regular follow-up calls - Advise investors by analyzing their asset allocation and customizing investment solutions - Achieve business targets related to up-selling ICICI Prudential products and strengthening client net-worth relationships - Profile customers to understand financial needs and provide suitable financial products - Ensure high standards of service delivery to Retail and HNI clients - Provide investment planning and financial advisory support - Meet sales and revenue targets across the assigned product mix - Serve as the single point of contact for all assigned customers Interested candidates can also send their CV at richa.s@opusglobalservices.com or reach out on 7428898273



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