responsibilities:
• to promote all the product line of icici prudential mutual fund
• to up sell icici prudential mutual fund products to retail/hni clients
• to generate fresh leads and acquire clients through reference to shore up the clientele
• to achieve sales and revenue targets spread across product mix
• to achieve the business targets assigned in terms of up selling icici prudential mutual fund products enhancing and upgrading the client net worth relationships
• profiling customers and provide investment plan & financial advice to the client/hni clients
• ensuring the highest levels of service to the client /hni clients
• one point of contact for the assigned client
• to execute monthly sales plan to acquire hni/uhni clients and ensure regular contact with all mapped clients through regular weekly / monthly calls
qualification & experience: graduate/post graduate/mba with minimum 2 years of experience from bfsi
desired skill:
• should posses effective communication and presentation skills
• ability to convince and negotiate with a confident and determined approach
• should be highly self motivated and ambitious in achieving goals
• should be capable of thriving in the competitive market
• should be able to work in team and also perform independently