Talent Acquisition Specialist at WTG Consultants
Views:7 Applications:6 Rec. Actions:Recruiter Actions:3
Relationship Manager - Customer Engagement Channel - Insurance/Mutual Fund (2-8 yrs)
- 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
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