icici amc-rm-det/cec

3 days ago

Mumbai, Maharashtra, India Dreams Solution Full time ₹ 4,70,000 - ₹ 9,00,000 per year

Position Details

Relationship Manager /CEC RM

Grade:I (RE) & AM(RM)

Location- Mumbai/Delhi/Pune/Chennai/Bangalore

CTC-3.00 Lpa to 8 Lpa

Department :Distribution Expansion

Sub-Department: Distribution Expansion

Immediate Supervisors Position

Title:Channel Head/Channel Manager No. of Direct Reportees0 No. of Indirect Reportees0

B. Demographics

RoleRelationship Executive / Relationship Manager -DET Education BackgroundGraduate/Post Graduate/MBA with 2 years of experience from BFSI

Work Experience2-4 Yrs of Sales experience, Preference to NISM Certified candidates with experience in new client acquisition

Critical Skills Required

Relationship Management

Influencing Skills

Technical - Product Knowledge

Presentation skills

Interpersonal skills

Effective Communication

Result oriented with proper adherence to compliance

Negotiation skills

C. Role Purpose 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

Internal Focus - Branch Relationship Team

External Focus - Investors

D. Key Accountabilities

To achieve monthly plan to acquire Retail /HNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls Generation of fresh leads through reference to shore up the clientele Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused sellingAchieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth Profiling customers and provide financial products to meet customer needsEnsuring the highest levels of service to Corporate clients/HNI and Retail customersProviding Investment planning and adviceAchieving sales and revenue targets spread across product mixOne point contact for the assigned customer Acquisition & Servicing of Retail and HNI customers

Your candidature..

Candidate Name:

Candidate No:

Email ID:

Current location:

Preffered location:

Current company:

Designation in current company:

Your current belongs to which : Broking/Securities/BFSI/Insurance/Banking

Tenure in current company

Product you handle:

Sales/ Service/ Operations/Accounts/analyst:

Total client Data Base:

Portfolio or PMS Managing Ratio/Percentage or Database:

Note:

Question set:1

What is Mutual fund..??

What is PMS..??

What is AUM..??

What is AMC..??

Whis product is Best STP,SWP,SIP..??

What is the current Market best NIFTY or SENSEX..??

Question set:2

Negative Questions to give Positive answer.

Question set:3

Your Self which include your own presentation skills..

(more you will tell about you lesser they will ask)

Preferred candidate profile

Any Banking and Broking Candidate-Field Sales.

Note: Only localite candidates will be preffered with Good Communication and Knowledge of Mutual fund

JR PROFILE: RELATIONSHIP MANAGER-4.70 MAX

SR. PROFILE WITH 2 YEAR MF HNI CLIENT MANDATORY -ASSISTANT MANAGER OR AFFULENT MANAGER-9 LAC CTC MAX

Perks and benefits

Bonus,Incentive

Interested Candidate Apply

HR Jyoti

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