Human Resource at Asset Maangement
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Relationship Manager - Customer Engagement/Sales - Mutual Funds (5-7 yrs)
Job Description - Customer Engagement Channel
Designation: Relationship Manager - Customer Engagement
Reporting to: Regional Head West - Customer Engagement
Grade: DM/Manager (Individual Contributor)
Experience : 5 to 7 years
Responsibilities -
- To up sell ICICI Prudential MF products to Retail/HNI Clients, generation of fresh leads through reference to shore up the clientele.
- 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
- Acquisition & Servicing of HNI/UHNI customers.
- Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.
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