Client Success 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 :