ICICI Pru Asset Management Co. ltd
ICICI PRU ASSET MANAGEMENT CO. LTD
Job Description – Customer Engagement Channel
Designation: Relationship Manager – Customer Engagement
Reporting to: Channel Manager – Customer Engagement
Grade: Executive / Assistant Manager
Experience: 1 to 8 years
- 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.
- Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in-depth knowledge of Mutual Funds.
CTC: 5 LACS PLUS REIMBURSEMENTS & INCENTIVES