Relationship Manager

Locations : We have this requirement at multiple locations- Bangalore, Kolkata & Ahmedabad

Key Responsibilities :

To be involved into relationship building and management with the customer for sales and services of financial products of ICICI group (E.G., Online Trading Account,

Client Activation and Retention, Mutual Funds, Investment Advisory, Wealth Management)

To manage assigned client base through virtual / client visits and provide financial / investment advisory, develop new relations through referencing and other sources

To generate leads for quality NCAs and act as productive resource by meeting objectives thereby ensuring fulfillment of budgetary expectations of the organization

To be active in client engagement / reach out in assigned campaigns / activity which happens time to time for effective outcome

To deliver the desired business expectations / objectives by maintaining customer relationship

To manager customer meetings and sales process as part of his / her reporting structure

To consciously deliver support to reporting manager in increasing profitability

To conduct market research for generating business thereby adding for revenue generation

To ensure customer satisfaction through effective customer service and query handling

To explore new areas and ways to achieve productivity

To prepare and maintain MIS report

Skill Set :

Should be a good communicator

Should have customer orientation

Should have strong interpersonal skills

Should be confident and possess positive approach

Should have analytical skills