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RM / Senior RM / Chief RM – ICICI Mutual Funds (Customer Engagement Channel – Nashik)

ICICI Mutual fund Careers
  • Full Time
  • Nashik

Website meravyapaar ICICI Prudential Asset Management Company Ltd

Tarakki Karein

ICICI Mutual Fund Careers

Job Description – Customer Engagement Channel – Relationship Manager / Senior RM / Chief RM

Reporting to: Channel Manager – Customer Engagement

Experience: 1 to 8 years

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.

CTC: 4 to 5.5 Lacs Plus Reimbursements and Performance Bonus

Open Locations: Nashik

Candidates preferred from Financial Planning, Wealth Management,  Mutual Fund Sales, AMC, Securities, Broking, Insurance Sales background

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