Relationship Manager

1 month ago

chennai, India ICICIDirect Full time

Job 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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