Senior Talent Acquisition at Syncro Squad
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Relationship Manager - Sales - Mutual Fund/PMS/Investment/IFA/HNI Sales/HNI Client Handling (3-7 yrs)
Candidate having Experience with Relationship Manager, Mutual Fund Sales, PMS, investment, IFA, HNI Sales, HNI Client Handling, good Command on Mutual Fund, HNI Client
Job Description :
Designation : RM
Reporting to : Team Lead
Company : ICICI Prudential AMC
Company link : https://www.icicipruamc.com/
Job Responsibilities :
- To upsell 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 upselling 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
- Acquisition & Servicing of HNI/UHNI customers
