Wealth Managers – ICICI Mutual Funds – Customer Engagement Channel CTC 6 to 10 Lacs – Pune and Nagpur
Apply now – Candidates preferred – MBA Freshers, CFP Profiles, Times Pro Professionals or from BFSI Domain from Banking, Broking, Insurance, Securities, Wealth Management, Asset Management Companies with experience of 1 to 8 years or more.
Job Description for Customer Engagement Channel
Reporting to: Channel Manager – Customer Engagement
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.
CTC: 6 to 10 Lacs Plus Reimbursements and Performance Bonus
Apply online now or Share CV on What’s App at 8010280101 or 7011620662