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Client Relationship Executive
Client Relationship ExecutiveOpus Global Services India • Delhi, Republic Of India, IN
Client Relationship Executive

Client Relationship Executive

Opus Global Services India • Delhi, Republic Of India, IN
1 day ago
Job description

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

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    Client Relationship Executive • Delhi, Republic Of India, IN

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