Senior Relationship Manager

Senior Relationship Manager

Key Responsibilities

• Upsell ICICI Prudential MF products

  to Retail and HNI clients from an assigned database.

• Generate fresh leads

  through references to expand the clientele.
• Achieve business targets by

  upselling products

  and

  enhancing client net worth relationships

  .

• Profile customers

  to provide financial products that meet their specific needs.
• Ensure the

  highest levels of service

  to clients, particularly HNI customers.
• Provide comprehensive

  investment planning and advice

  .
• Achieve

  sales and revenue targets

  across a diverse product mix.
• Act as the

  single point of contact

  for the assigned customer.
• Focus on the

  acquisition and servicing of HNI/UHNI customers

  .

Skills & Qualifications

• Experience in

  mutual fund sales

  is essential.
• Proven ability to manage

  Retail and HNI clients

  .
• In-depth knowledge of

  Mutual Funds

  .
• Strong skills in

  client profiling, financial product recommendation, and investment planning

  .
• Excellent

  customer service and relationship-building abilities

  .

• NISM certification

  is preferred.