Position Title: Relationship Manager - CEC
Department: Customer Engagement
Sub-Department: Customer Engagement
Immediate Supervisor s Position Title: Team Leader - CEC
No. of Direct Reportees: Individual Contributor (No Direct Reportees)

B. Demographics

Role: Relationship Manager - CEC

Critical Skills Required

Technical - Product knowledge
Customer Relationship Management
Multi-tasking
Influencing Skills
Interpersonal Skills
Business & Service Orientation
Result Oriented
Contact Management

Competencies Required

Executes with speed and accuracy
Delivers results despite constraints
Takes charge in the face of significant difficulties
Leverages every customer interaction as an prospect to make an impact
Demonstrates strong service orientation while interacting with customers
Stands by in the hour of need
Seeks and acts on timely feedback for self-development
Takes ownership of assigned targets and responsibilities
Considers impact on the organization and acts accordingly

C. Role Purpose

The objective is to acquire and manage Retail and HNI customers while maximizing sales by implementing organization strategies. The role requires driving business from the open market, generating fresh leads, closing sales, and activating dormant clients while delivering superior customer service and building long-term customer relationships.

D.



Key Accountabilities

1. To achieve the targets assigned in terms of acquiring Retail and HNI customers.
2. To up-sell ICICI Prudential MF products to mapped Retail and HNI Clients and generate fresh leads through references to shore up the clientele.
3. Regularly engage with customers to improve business volume and new client acquisition.
4. Build and maintain strong relationships with clients to drive business growth.
5. Take steps for the development of long-term relationships/associations with key/potential Investors in order to generate repetitive business.
6. Independently handle and close sales calls.
7. Ensure the highest level of service is delivered to clients/HNI customers.
8. Create awareness by participating in events, conferences, and product sessions for Investors for top-of-the-mind recall.
9. Ensure timely flow of information internally and externally and maintain regular communication with clients.
10. Enhance and upgrade the Client Net Worth and achieve sales and revenue targets across the product mix.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Relationship Manager (Ahmedabad)
🏢 Gig Consultants
📍 Ahmedabad