Relationship Manager

Position Title : Relationship Manager CTC : 5LPA Exp :1-4 Yrs of Sales experience Location : Delhi NCR Working Mode : Onsite Primary Skill : Effective communication, Basic Knowledge of Mutual Funds Good to have : Presentation skills Qualification : Any Graduate/Post Graduate/MBA Roles and Responsibilities : - Role is to increase client base and maximize sales by planning and implementing organization strategies/activities to achieve the given targets. - Responsible for acquiring new customers from open market and activate inactive clients. Internal Focus - Branch Relationship Team - External Focus - Investors - To achieve monthly plan to acquire Retail /HNI clients and ensure regular contact with all mapped clients through regular weekly/monthly calls. - Generation of fresh leads through reference to shore up the clientele. - Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling. - Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth. - Profiling customers and provide financial products to meet customer needs. - Ensuring the highest levels of service to Corporate clients/HNI and Retail 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 Retail and HNI customers. (ref:updazz.com)