Retail Sales & Distribution6 min read

Job Title

Relationship Manager – Retail Bank & ND Channel

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

• Responsible for all Sales & distribution for the assigned set of distributors.
• Responsible for advising the distributors the suitable product as per the requirement of their customer/Investor.
• Responsible for revenue generation from the assigned distributors.
• Should be completely updated on the various products and markets situation and scenario.
• Responsible for Distributor Servicing for the assigned distributors.
• Should be sensitive to their needs in terms of Stationery, Product Updates, Query resolution and ensure proper follow up etc.
• Take steps for development of long-term relationship/association with the key/potential distributors in order to generate repetitive business.
• Should be able to close the sales call by working closely with the more experienced sales representative in case of need required.
• Responsible for maintaining the data of all the distributors assigned.

Preferred Qualifications

• MBA Finance/ Marketing Freshers can also apply or Graduates with Banking, Securities, Broking, AMC background with Higher experience of 1 to 2 years can apply.
• CWM Certification.

Desired Candidate Profile

• Desired Skills Ability to handle client and distributors.
• Good understanding of capital markets.
• Research Oriented.
• Result oriented and entrepreneurial skills.
• Target oriented with proper adherence to compliance.
• Good Interpersonal Skills.

Additional Details

• The role is primarily responsible for maximizing sales for the master brand, ICICI Prudential Asset Management Company, by planning and implementing organization strategies/activities to achieve the given targets through the set of assigned distributors.

• Key Role Interactions

  1. Retail Sales
  2. Operations
  3. Finance