Relationship Manager

Role : Relationship Executive / Relationship Manager – CEC

Education Background

Graduate / Post-Graduate / MBA with a minimum of 2 years of experience in the BFSI sector.

Work Experience

1–3 years of sales experience. Preference will be given to NISM 5A & 21A certified candidates with experience in managing Retail / HNI clients and in-depth knowledge of Mutual Funds.

Candidate willing to relocate can also apply

Critical Skills Required

Relationship Management

Influencing Skills

Technical / Product Knowledge

Presentation Skills

Interpersonal Skills

Effective Communication

Result-orientation with strong adherence to compliance

Role Purpose

To maximize sales by planning and implementing organizational strategies and activities in order to achieve assigned business targets.

Key Accountabilities

Up-sell ICICI Prudential Mutual Fund products to Retail and HNI clients as per the assigned database

Generate fresh leads through references to expand the client base

Acquire HNI clients and maintain consistent engagement through regular follow-up calls

Advise investors by analyzing their asset allocation and customizing investment solutions

Achieve business targets related to up-selling ICICI Prudential products and strengthening client net-worth relationships

Profile customers to understand financial needs and provide suitable financial products

Ensure high standards of service delivery to Retail and HNI clients

Provide investment planning and financial advisory support

Meet sales and revenue targets across the assigned product mix

Serve as the single point of contact for all assigned customers

Interested candidates can also send their CV at richa.s@opusglobalservices.com or reach out on 7428898273