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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

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

Reference : Relationship Manager - Mutual Funds Sales jobs

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Published at 27-02-2024
Viewed: 26 times