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Education Background
Graduate/Post Graduate/MBA with atleast 3 years of experience from BFSI with strong Presentability and Knowledge of Markets (NISM XXI A and NISM XIII will be an added advantage)Work Experience3 Yrs+ of Sales experience, Preference to NISM Certified candidates with experience in managing HNI Clients, with in depth knowledge of Mutual Funds. Experience with PMS/AIF would be an added advantage. Critical Skills RequiredRelationship ManagementInfluencing SkillsTechnical - Product KnowledgePresentation skillsInterpersonal skillsEffective CommunicationResult oriented with proper adherence to complianceC. Role PurposeRole is to maximize sales by planning and implementing organization strategies/activities to achieve the given targetsD. Key AccountabilitiesTo up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clienteleAcquisition of HNI clients and ensure regular contact with all mapped clients through regular callsResponsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused sellingAchieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth relationshipsProfiling customers and provide financial products to meet customer needsEnsuring the highest levels of service to the client /HNI customersProviding Investment planning and adviceAchieving sales and revenue targets spread across product mixOne point contact for the assigned customerJob Type: Full-timeBenefits:Health insuranceProvident FundSchedule:Day shiftSupplemental pay types:Yearly bonusAbility to commute/relocate:Indore, Madhya Pradesh: Reliably commute or planning to relocate before starting work (Required)Experience:Mutual Fund sales (Required)

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