Job Detail

Job description

Job Description – Customer Engagement Channel

Designation: Relationship Manager – Customer Engagement

Reporting to: Channel Manager – Customer Engagement

Location: Bhubaeswar and Raipur

Exp: 2-5 years

CTC: 6-6.5 LPA

Responsibility

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.

Qualifications

Graduate or Post Graduate