Responsibilities :1. To promote all the product line of Mutual Fund2. To up sell ICICI Prudential Mutual Fund products to Retail/HNI Clients3. To generate fresh leads and acquire clients through reference to shore up the clientele4. To achieve sales and revenue targets spread across product mix5. To achieve the business targets assigned in terms of upselling Mutual Fund Products enhancing and upgrading the Client Net worth relationships6. Profiling customers and provide Investment plan & financial advice to the client/HNI clients7. Ensuring the highest levels of service to the client /HNI clients8. One point of contact for the assigned client9. To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls Desired Skill :1. Should posses effective communication and presentation skills2. Ability to convince and negotiate with a confident and determined approach3. Should be highly self motivated and ambitious in achieving goals4. Should be capable of thriving in the competitive market5. Should be able to work in team and also perform independently (ref:updazz.com)
updazz .com
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