
icici amc-rm-det/cec
3 days ago
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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