Relationship Manager - Financial Services (1-4 yrs)
Position Title : Relationship Manager
CTC : 5LPA
Exp :1-4 Yrs of Sales experience
Location : Delhi NCR
Working Mode : Onsite
Primary Skill : Effective communication, Basic Knowledge of Mutual Funds
Good to have : Presentation skills
Qualification : Any Graduate/Post Graduate/MBA
Roles and Responsibilities :
- Role is to increase client base and maximize sales by planning and implementing organization strategies/activities to achieve the given targets.
- Responsible for acquiring new customers from open market and activate inactive clients. Internal Focus - Branch Relationship Team
- External Focus - Investors
- 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.
