Job Description – Customer Engagement Channel
Designation: Relationship Manager – Customer Engagement
Reporting to: Channel Manager – Customer Engagement
Exp: 6-9 years
CTC: upto 10 LPA
Locations: Bhubaneshwar and Raipur
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.
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.
Graduate and Post Graduate