Mutual fund Relationship Manager
Published date: 2026/11/09
- Location: Ahmedabad, Gujarat, India
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.
Job Types: Full-time, Part-time, Regular / Permanent, Fresher, Internship
Salary: ₹15,000.00 - ₹25,000.00 per month
Benefits:
Flexible schedule
Schedule:
Day shift
Supplemental pay types:
Performance bonus
· 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.
Job Types: Full-time, Part-time, Regular / Permanent, Fresher, Internship
Salary: ₹15,000.00 - ₹25,000.00 per month
Benefits:
Flexible schedule
Schedule:
Day shift
Supplemental pay types:
Performance bonus
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