Financial Services Consultant

Icici Prudential Pension Funds Management Company Limited

1 - 5 years

3 - 4 Lacs

pune delhi / ncr mumbai (all areas)

Posted:1 week ago| Platform:

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Skills Required

sales field sales retail sales b2c sales business development

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

• Direct Sales & Acquisition: Execute daily field visits to acquire new customers for the National Pension System (NPS).

PFM Shift: Identify existing NPS subscribers and influence them to switch their Pension Fund Manager to ICICI Pru PFM based on our performance track record.

Revenue & AUM Growth: Achieve monthly targets for New Subscriber Additions and total Assets Under Management (AUM) inflow.

Corporate Engagements: Organise and lead help-desk sessions at corporate offices to drive employee enrolment in Corporate NPS.

Channel Management: Collaborate with ICICI Bank branches and other Points of Presence (POPs) to address potential accounts.

End-to-End Onboarding: Manage the entire customer journey for NPS subscription, from PRAN (Permanent Retirement Account Number) generation to digital document submission.

Market Intelligence: Stay updated on PFRDA regulations, tax benefits (80CCD), and competitor performance to provide expert advice to clients.

Compliance: Maintain 100% accuracy in documentation and adhere to all regulatory and internal ethical selling guidelines.

Preferred candidate profile

• Graduate in relevant discipline, preferably full time

• Min 2 year of experience in sales

• Good communication skills - verbal and written

• Flexibility to travel as needed within/outside the place of posting

More Jobs at Icici Prudential Pension Funds Management Company Limited

Financial Services Consultant

pune, delhi / ncr, mumbai (all areas)

1.0 - 5.0 yrs

INR 3 - 4 Lacs

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