Job Purpose :

Note - Role is regarding Mutual Fund sales which include Field sales

Exp - Freshers

- NISM Certification is a add on

- Good Communication skills

- 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

Roles and Responsibilities :

- 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

Requirements :

- Role : Relationship Executive/Relationship Manager - DET

- Education Background Graduate/Post Graduate/MBA with 2 years of experience from BFSI

- Work Experience : 2-4 Yrs of Sales experience, Preference to NISM Certified candidates with experience in new client acquisition.

- Critical Skills Required : Relationship Management

- Influencing Skills

- Technical - Product Knowledge

- Presentation skills

- Interpersonal skills

- Effective Communication

- Result oriented with proper adherence to compliance

- Negotiation skills