Relationship Manager - Customer Engagement - BFS

Relationship Manager Customer Engagement

- To up sell Alternate, MF & Real Estate products to Retail/HNI Clients.

- Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth relationships.

- Getting inroads to various family offices and UHNI clients.

- 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 as no book will be provided.

- Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.