
Sr. Relationship Manager
23 hours ago
Role & responsibilities
- To up sell ICICI Prudential MF products to Retail/HNI Clients of IPru, as per the assigned database,
2 . generation of fresh leads through reference to shore up the clientele
Regular feedback and review sessions with the team to improve business volume and New client acquisition
To coach & mentor the sales team and lead them to achieve the targets
Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business
Able to close sales call by working closely with RMs whenever required
Ensuring the team delivers highest level of service to clients/HNI customers
Create awareness by conceptualizing events, conferences, product sessions for Investors for top-of-the-mind recall
Ensure timely flow of information internally and externally, monitor extrernal communication of the team regularly
Enhancing and upgrading the Client Net worth and achieve sales and revenue targets spread across product mix through the team
Preferred candidate profile
Candidate Should have Excellent Communication Skills
Must have at least 4 Years of experience in Financial Market
Should have NISM 5
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