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Sr. Relationship Manager - Customer Engagement Channel

Sr. Relationship Manager - Customer Engagement Channel

Avani Consulting

5 - 10 years

|

7 - 17 Lacs

mumbai navi mumbai mumbai (all areas)

Posted:8 hours ago| Platform:

Apply

Skills Required

mutual funds nism hni ultra hni pms mf aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

To 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 clientele.
Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth relationships.
Profiling customers and provide financial products to meet customer needs
Ensuring the highest levels of service to the client /HNI 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 HNI/UHNI customers.
Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds

Preferred candidate profile

Must Have 4-5 Years of experience in Mutual Funds

Must have Good cummunication skills

Should have NISM 5 A

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Avani Consulting

Staffing and Recruiting

Dwarka Delhi

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