Sr. Relationship Manager

2 days ago

Bareilly Gorakhpur Moradabad, India Avani Consulting Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Role & responsibilities

  1. 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

  1. Regular feedback and review sessions with the team to improve business volume and New client acquisition

  2. To coach & mentor the sales team and lead them to achieve the targets

  3. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business

  4. Able to close sales call by working closely with RMs whenever required

  5. Ensuring the team delivers highest level of service to clients/HNI customers

  6. Create awareness by conceptualizing events, conferences, product sessions for Investors for top-of-the-mind recall

  7. Ensure timely flow of information internally and externally, monitor extrernal communication of the team regularly

  8. 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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