Relationship Manager - Sales - Bank
Published date: 2024/01/10
- Location: Jaipur Rajasthan, Jaipur, Rajasthan, India
Responsibilities
• To promote all the product line of ICICI Prudential Mutual Fund
• To up sell ICICI Prudential Mutual Fund products to Retail/HNI Clients
• To generate fresh leads and acquire clients through reference to shore up the clientele
• To achieve sales and revenue targets spread across product mix
• To achieve the business targets assigned in terms of up selling ICICI Prudential Mutual Fund Products enhancing and upgrading the Client Net worth relationships
• Profiling customers and provide Investment plan & financial advice to the client/HNI clients
• Ensuring the highest levels of service to the client /HNI clients
• One point of contact for the assigned client
• To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly/monthly calls
Qualification & Experience : Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSI
Certification (Mandatory) : Must be NISM Certified
Designation : Relationship Manager
Desired Skill
• Should posses effective communication and presentation skills
• Ability to convince and negotiate with a confident and determined approach
• Should be highly self motivated and ambitious in achieving goals
• Should be capable of thriving in the competitive market
• Should be able to work in team and also perform independently
(ref:updazz.com
• To promote all the product line of ICICI Prudential Mutual Fund
• To up sell ICICI Prudential Mutual Fund products to Retail/HNI Clients
• To generate fresh leads and acquire clients through reference to shore up the clientele
• To achieve sales and revenue targets spread across product mix
• To achieve the business targets assigned in terms of up selling ICICI Prudential Mutual Fund Products enhancing and upgrading the Client Net worth relationships
• Profiling customers and provide Investment plan & financial advice to the client/HNI clients
• Ensuring the highest levels of service to the client /HNI clients
• One point of contact for the assigned client
• To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly/monthly calls
Qualification & Experience : Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSI
Certification (Mandatory) : Must be NISM Certified
Designation : Relationship Manager
Desired Skill
• Should posses effective communication and presentation skills
• Ability to convince and negotiate with a confident and determined approach
• Should be highly self motivated and ambitious in achieving goals
• Should be capable of thriving in the competitive market
• Should be able to work in team and also perform independently
(ref:updazz.com
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