Posted:1 week ago|
Platform:
Work from Office
Full Time
Role: Relationship Executive / Relationship Manager CEC
Education Background:
Graduate/Post-Graduate/MBA with a minimum of 2years of experience in the BFS sector.
Work Experience:
1 to 3 years of sales experience .Preference will be given to NISM5A &21A certified candidates with experience in managing Retail/HNI clients and in-depth knowledge of Mutual Funds.
Candidate willing to relocate can also apply
Critical Skills Required:
Relationship Management
Influencing Skills
Technical/Product Knowledge
Presentation Skills
Interpersonal Skills
Effective Communication
Result-orientation with strong adherence to compliance
Role Purpose
To maximize sales by planning and implementing organizational strategies and activities in order to achieve as signed business targets.
Up-sell ICICI Prudential Mutual Fund products to Retail and HNIclients as per the assigned database
Generate fresh leads through references to expand the client base
Acquire HNI clients and maintain consistent engagement through regular follow-upcalls
Advise investors by analyzing their asset allocation and customizing investment solutions
Achieve business targets related to up-selling ICICI Prudential products and strengthening client net-worth relationships
Profile customers to understand financial needs and provide suitable financial products
Ensure high standards of service delivery to Retail and HNI clients
Provide investment planning and financial advisory support
Meets ales and revenue targets across the assigned product mix
Serve as the single point of contact for all assigned customers
Oigs Consultancy
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