Job Description

To up sell 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 up selling 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
  • Experience

    1 - 4 Years

  • No. of Openings

    20

  • Education

    Graduate

  • Role

    Relationship Manager

  • Industry Type

    Accounting / Finance

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About Primecrew Services

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