Revenue Growth Specialist

5 days ago

Dehra Dūn, Uttarakhand, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878
Drive Sales and Revenue Growth

This role is for a Senior Relationship Manager to drive sales and revenue growth by managing Retail and HNI clients, focusing on client acquisition, upselling, and providing expert investment advice.

  • Achieve business targets by upselling products and enhancing client net worth relationships.
  • Profile customers to provide financial products that meet their specific needs.
  • Ensure the highest levels of service to clients, particularly HNI customers.
  • Provide comprehensive investment planning and advice.
  • Achieve sales and revenue targets across a diverse product mix.
Key Responsibilities
  • Upsell ICICI Prudential MF products to Retail and HNI clients from an assigned database.
  • Generate fresh leads through references to expand the clientele.
  • Act as the single point of contact for the assigned customer.
Skills & Qualifications
  • Experience in mutual fund sales is essential.
  • Proven ability to manage Retail and HNI clients.
  • In-depth knowledge of Mutual Funds.
  • Strong skills in client profiling, financial product recommendation, and investment planning.
  • Excellent customer service and relationship-building abilities.

With extensive experience in managing Retail and HNI clients, you will be responsible for driving sales and revenue growth by providing expert investment advice and ensuring the highest levels of service to clients. You will achieve business targets by upselling products and enhancing client net worth relationships, profile customers to provide financial products that meet their specific needs, and provide comprehensive investment planning and advice. To be successful in this role, you must have excellent communication and interpersonal skills, be able to work effectively in a team environment, and have a strong understanding of the financial industry. If you are a motivated and results-driven individual who is passionate about sales and revenue growth, we encourage you to apply for this exciting opportunity.

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