Job Title

Relationship Manager

Company Profile

ICICI Prudential Asset Management Company Ltd. is a leading asset management company (AMC) in the country focused on bridging the gap between savings & investments and creating long term wealth for investors through a range of simple and relevant investment solutions. The AMC is a joint venture between ICICI Bank, a well-known and trusted name in financial services in India and Prudential Plc, one of UK’s largest players in the financial services sectors. Throughout these years of the joint venture, the company has forged a position of pre-eminence in the Indian Mutual Fund industry. 　

Job Profile & Responsibilities

• To upsell 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 upselling 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.

Preferred Qualifications

• Graduate/Post Graduate.
• CWM certification would be an added advantage.

Desired Candidate Profile

• Should be MBA Freshers, CFP Profiles, Times Pro Professionals or from BFSI Domain from Banking, Broking, Insurance, Securities, Wealth Management, Asset Management Companies with experience of 1 to 4 years or more.