Job Description

Position Title : Relationship ManagerCTC : 5LPAExp :1-4 Yrs of Sales experienceLocation : Delhi NCRWorking Mode : OnsitePrimary Skill : Effective communication, Basic Knowledge of Mutual FundsGood to have : Presentation skillsQualification : Any Graduate/Post Graduate/MBARoles and Responsibilities :- Role is to increase client base and maximize sales by planning and implementing organization strategies/activities to achieve the given targets.- Responsible for acquiring new customers from open market and activate inactive clients. Internal Focus - Branch Relationship Team- External Focus - Investors- To achieve monthly plan to acquire Retail /HNI clients and ensure regular contact with all mapped clients through regular weekly/monthly calls.- Generation of fresh leads through reference to shore up the clientele.- Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling.- Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth.- Profiling customers and provide financial products to meet customer needs.- Ensuring the highest levels of service to Corporate clients/HNI and Retail 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 Retail and HNI customers. (ref:updazz.com)

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