Icici AMC

Role Description Job Specification

Position Details

Position Title: Relationship Manager

Grade: I (RE) & AM(RM)

Department: Distribution Expansion

Sub-Department: Distribution Expansion

Immediate Supervisors Position

Title: Channel Head/Channel Manager

Demographics Role Relationship Executive / Relationship Manager

DET

Role & responsibilities

To increase client base and maximize sales by planning and implementing organization strategies/activities to achieve the given targets. Responsible for acquiring new customers from open market and activate inactive clients internal Focus - Branch Relationship Team External Focus - Investors

Key Accountabilities To achieve monthly plan to acquire Retail /HNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls Generation of fresh leads through reference to shore up the clientele 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 Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to Corporate clients/HNI and Retail 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 Retail and HNI customers

Preferred candidate profile

Education Background Graduate/Post Graduate/MBA with 2 years of experience from BFSI Work Experience 2-4 Yrs of Sales experience,

Preference to NISM

Certified candidates with experience in new client acquisition

Critical Skills Required Relationship Management
Influencing Skills Technical - Product Knowledge Presentation skills Interpersonal skills Effective Communication Result oriented with proper adherence to compliance Negotiation skills

Perks and benefits

*Mediclaim

*Annual Bonus

*Pramotion IJP,etc

Thanks & Regards,

Pranita GidhSr. HR Consultant & Team Leader

Dream's Placement: 24-25 Shreepad Nagar, Near Alok  Nagar Power House, Kanadia Road, Indore, 452016.