Relationship Manager
2 days ago
Education Background
Graduate/Post Graduate/MBA with atleast 3 years of experience from BFSI with strong Presentability and Knowledge of Markets (NISM XXI A and NISM XIII will be an added advantage)
Work Experience
3 Yrs+ of Sales experience, Preference to NISM Certified candidates with experience in managing HNI Clients, with in depth knowledge of Mutual Funds. Experience with PMS/AIF would be an added advantage.
Critical Skills Required
Relationship Management
Influencing Skills
Technical - Product Knowledge
Presentation skills
Interpersonal skills
Effective Communication
Result oriented with proper adherence to compliance
C. Role Purpose
Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets
D. Key Accountabilities
To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele
Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls
Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling
Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth relationships
Profiling customers and provide financial products to meet customer needs
Ensuring the highest levels of service to the client /HNI customers
Providing Investment planning and advice
Achieving sales and revenue targets spread across product mix
One point contact for the assigned customer
Job Type: Full-time
Benefits:
Health insurance
Provident Fund
Schedule:
Day shift
Supplemental pay types:
Yearly bonus
Ability to commute/relocate:
Indore, Madhya Pradesh: Reliably commute or planning to relocate before starting work (Required)
Experience:
Mutual Fund sales (Required)
-
Client Relationship Manager
2 weeks ago
Bhopal, Madhya Pradesh, India DREVITA INFO SERVICES Full time ₹ 4,00,000 - ₹ 6,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time, on-site role based in Bhopal for a Client Relationship Manager. The Client Relationship Manager will be responsible for managing client accounts, addressing client inquiries, fostering long-term relationships with clients, and ensuring customer satisfaction. The role...
-
Customer Relationship Manager
13 hours ago
Bhopal, Madhya Pradesh, India Credencial management system Full time ₹ 2,00,000 - ₹ 3,00,000 per yearA Customer Relationship Manager (CRM) acts as the vital link between a company and its clients, tasked with building and maintaining strong, long-lasting relationships to enhance customer satisfaction, retention, and loyalty. The CRM ensures that customer needs are understood and met, collaborating with sales, marketing, and support teams to create a...
-
B2B Relationship Manager
2 weeks ago
Bhopal, Madhya Pradesh, India Arihant Capital Markets Ltd Full time ₹ 4,00,000 - ₹ 12,00,000 per yearCompany DescriptionArihant Capital Markets Limited, established in 1992, is a SEBI-registered stockbroker and Category I Merchant Banker. Driven by a mission to empower every Indian towards financial independence, the company provides a variety of investment services including equity and derivatives broking, online trading, mutual fund advisory, IPO...
-
Client Relationship Executive
4 hours ago
Bhopal, Madhya Pradesh, India Dainik Bhaskar Group (दैनिक भास्कर) Full time ₹ 8,00,000 - ₹ 12,00,000 per yearCompany DescriptionDainik Bhaskar (दैनिक भास्कर), owned by D B Corp Ltd., is India's largest circulated daily newspaper and a leading Print Media Company. Founded in 1958 in Bhopal, it has grown to operate 61 editions across 12 states, catering to readers in Hindi, Gujarati, and Marathi. Recognized as the world's 3rd largest circulated...
-
Branch Relationship Officer
4 days ago
Bhopal, Madhya Pradesh, India Simplix Consultancy Full time ₹ 4,00,000 - ₹ 12,00,000 per yearResponsibilities:* Manage branch relationships* Maintain customer satisfaction* Coordinate sales activities* Report results regularly* Adhere to bank policies & proceduresLife insuranceProvident fundTravel allowance
-
Account Manager
2 weeks ago
Bhopal, Madhya Pradesh, India CHANDRA DEVBUILD PRIVATE LIMITED Full timeCompany DescriptionCHANDRA DEVBUILD PRIVATE LIMITED is a construction company based in Bhopal, Madhya Pradesh, India. We are dedicated to quality construction and committed to the highest standards of professionalism and excellence. Our company works on a variety of construction projects and aims to deliver superior results through innovative and sustainable...
-
Zonal Sales Manager
4 days ago
Bhopal, Madhya Pradesh, India Al Fahad Enterprises Full time ₹ 12,00,000 - ₹ 36,00,000 per yearLocation:BhopalRole DescriptionThis is a full-time on-site role for a Zonal Sales Manager (Dental Care) located in Bhopal. The Zonal Sales Manager will oversee sales operations within the designated zone, develop and implement sales strategies, and manage a team of sales representatives. The responsibilities include meeting sales targets, building and...
-
Account Manager
1 week ago
Bhopal, Madhya Pradesh, India Ncube Infotech Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionWe are a fast-growing IT solutions provider committed to empowering businesses with smart, reliable, and cost-effective technology services. At Ncube-Infotech, we focus on simplifying IT with modern, customer-centric solutions that help organizations grow faster and work smarter. Our key services include IT support and maintenance,...
-
Branch Manager
6 hours ago
Bhopal, Madhya Pradesh, India Vastu Housing Finance Corporation Ltd. Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionVastu Housing Finance Corporation Ltd., based in Mumbai, is dedicated to delivering responsible and sustainable credit solutions across India. Focused on financial inclusion, Vastu serves underserved and self-employed communities in peri-urban and rural areas, helping individuals and families achieve homeownership and financial...
-
Key Account Manager
2 days ago
Bhopal, Madhya Pradesh, India SkillLabs Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRoles And ResponsibilitiesJob PurposeResponsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible...