RM / Senior RM / Chief RM – ICICI Mutual Funds (Customer Engagement Channel – Surat)

November 5, 2021 /
  • Full Time
  • Surat

Website meravyapaar ICICI Prudential Asset Management Company Ltd

Tarakki Karein

ICICI Mutual Fund Careers

Job Description – Customer Engagement Channel – Relationship Manager / Senior RM / Chief RM

Reporting to: Channel Manager – Customer Engagement

Experience: 1 to 8 years

Job Responsibilities:

  • To upsell 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 upselling 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.

CTC: 4 to 5.5 Lacs Plus Reimbursements and Performance Bonus

Open Locations: Surat

Candidates preferred from Financial Planning, Wealth Management,  Mutual Fund Sales, AMC, Securities, Broking, Insurance Sales background

Share CV on what’s app at 7011620662 OR 8010280101 and also on mail at we.care@nirmalgyan.org

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