Key Requirements:

3 to 6 years of strong customer relationship management. Proven capability in client acquisition, activation, and retention. Strong communication, interpersonal, and stakeholder management skills. Customer-centric mindset with a focus on service excellence. Self-driven, confident, and result-oriented approach. Ability to provide financial and investment advisory services.

Job Role & Responsibilities:

Client Relationship Management

- Build and maintain strong relationships with customers to promote financial products and services.
- Manage an assigned client portfolio through virtual interactions and client visits.
- Deliver financial and investment advisory services to clients.
- Ensure customer retention and long-term relationship development.

Business Development & Revenue Generation

- Generate quality leads and acquire new customers through references and other sourcing channels.
- Drive achievement of business targets and budgeted objectives.
- Conduct market research to identify recent business opportunities and revenue streams.
- Explore innovative approaches and new markets to enhance productivity and business growth.

Customer Engagement & Service Excellence

- Actively participate in customer engagement initiatives, campaigns, and outreach activities.
- Ensure timely and effective resolution of customer queries and concerns.




- Deliver superior customer service to achieve high levels of customer satisfaction.
- Maintain regular communication with clients to strengthen engagement and loyalty.

Sales Management & Reporting

- Manage customer meetings and support the end-to-end sales process.
- Collaborate with reporting managers to improve business profitability.
- Track performance metrics and maintain accurate MIS reports.
- Provide regular updates on business performance and customer activities.

Qualification:

- Graduate in any discipline.
- Additional certifications in Finance, Investments, Wealth Management, or related fields will be an advantage.

Skills & Experience:

- Excellent verbal and written communication skills.
- Strong customer orientation and relationship-building capabilities.
- Effective interpersonal and stakeholder management skills.
- Strong analytical and problem-solving abilities.
- Positive attitude with a high degree of confidence and initiative.
- Good organizational and reporting skills.

Experience

- Experience in sales, relationship management, wealth management, banking, financial services, or investment advisory roles.
- Experience in customer acquisition, portfolio management, and business development preferred.

Exposure to financial products such as trading accounts, mutual funds, investments, and wealth management solutions will be advantageous

📌 Relationship Manager (West Bengal)
🏢 ICICI Securities
📍 West Bengal