Relationship Manager

2 days ago

Bhopal, Madhya Pradesh, India ICICI Prudential AMC Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

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)

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