Relationship Manager at Boyen Haddin Consulting And Technology
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Relationship Manager - Sales - Bank (5-8 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 client.
- 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.
- Providing Investment planning and advice
- Achieving sales and revenue targets spread across product mix
- One point contact for the assigned customer
- Acquisition & Servicing of HNI/Retail customers.
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