Relationship Manager/ Assistant Manager
Published date: 2026/11/08
- Location: Chennai, Tamil Nadu, India
Relationship Manager/ Assistant Manager
Samruddhi consultancy
Chennai, Tamil Nadu
We are Looking Relationship Manager & Assistant Manager at one of our Client
Location- Chennai
Experience- 0- 3 Years
Job Description-
2-4 Yrs of Sales experience, Preference to NISM Certified candidates with experience in new client acquisition
Graduate/Post Graduate/MBA with 2 years of experience from BFSI
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
If any Interested Candidates Can drop Cv
7718888269
Samruddhi consultancy
Chennai, Tamil Nadu
We are Looking Relationship Manager & Assistant Manager at one of our Client
Location- Chennai
Experience- 0- 3 Years
Job Description-
2-4 Yrs of Sales experience, Preference to NISM Certified candidates with experience in new client acquisition
Graduate/Post Graduate/MBA with 2 years of experience from BFSI
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
If any Interested Candidates Can drop Cv
7718888269
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