Relationship Executive

3 days ago

Ulsoor Bengaluru Karnataka, India Wisecor service pvt ltd Full time

*FRESHER CAN APPLY*

Designation:

- Relationship Manager/Relationship Executive

Job Location:

- BANGALORE

Phoenix Pinnacle,First Floor,Unit 101-104, No.46

Ulsoor Road, Bangalore-560042

Position Summary:

- Role is to increase client base and maximize sales by planning and implementing organization strategies/activities to achieve the given targets. Responsible for acquiring new customers from open market and activate inactive clients.

Key Roles & Responsibilities

1) To achieve monthly plan to acquire Retail /HNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls.

2) Generation of fresh leads through reference to shore up the clients.

3) Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling.

4) Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth.

5)Profiling customers and provide financial products to meet customer needs

Ensuring the highest levels of service to Corporate clients/HNI and Retail customers

6) Providing Investment planning and advice

One point contact for the assigned customer Acquisition & Servicing of Retail and HNI customers

**Salary**:

- 3.5LPA to 4.5LPA (Depends on the experience)+Allowances

Education Background:

- Graduate/Post Graduate/MBA with 1 years of experience from BFSI

Experience:

- 1 To 4 yrs (FRESHER CAN APPLY)

**Salary**: ₹20,000.00 - ₹30,000.00 per month

**Benefits**:

- Provident Fund

Schedule:

- Day shift

Ability to commute/relocate:

- Ulsoor, Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 8433928595

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