Relationship Manager

Ethic Corporate Solutions

2 - 8 Years
10 Openings
2.0 - 4.0 Lac/Yr
Face-to-Face interview
Kolkata

Key Skills

Stock Broking Mutual Fund Investment Plan Financial Advisor Walk in

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Job Description

 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