Relationship Manager ( Customer Engagement Channel )
ICICI Pru Asset Management Co. ltd
ICICI Pru Asset Management Company Limited
Job Description – Customer Engagement Channel
CTC – upto 5 Lacs p.a. plus Conveyance & Mobile Allowances.
Designation: Relationship Manager – Customer Engagement
Reporting to: Channel Manager – Customer Engagement
Grade: Executive / Assistant Manager
Experience: 1 to 3 years
- 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.
Candidates preferred from Asset Management, Secuities, Banking, Insurance & Broking
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