Financial Services Consultant (Bengaluru)

Financial Services Consultant (Bengaluru)

29 Aug
|
ICICI Pension Fund Management
|
Bengaluru

29 Aug

ICICI Pension Fund Management

Bengaluru

Role & responsibilities

- Direct Sales & Acquisition: Execute daily field visits to acquire new customers for the National Pension System (NPS).

- PFM Shift: Identify existing NPS subscribers and influence them to switch their Pension Fund Manager to ICICI Pru PFM based on our performance track record.

- Revenue & AUM Growth: Achieve monthly targets for New Subscriber Additions and total Assets Under Management (AUM) inflow.

- Corporate Engagements: Organise and lead help-desk sessions at corporate offices to drive employee enrolment in Corporate NPS.

- Channel Management: Collaborate with ICICI Bank branches and other Points of Presence (POPs) to address potential accounts.

- End-to-End Onboarding: Manage the entire customer journey for NPS subscription, from PRAN (Permanent Retirement Account Number)



generation to digital document submission.

- Market Intelligence: Stay updated on PFRDA regulations, tax perks (80CCD), and competitor performance to provide expert advice to clients.

- Compliance: Maintain 100% accuracy in documentation and adhere to all regulatory and internal ethical selling guidelines.

Preferred candidate profile

- Graduate/Post graduate in relevant discipline, preferably full time

- Eager to explore sales as a career path

- Good communication skills - verbal and written

- Flexibility to travel as needed within/outside the place of posting

📌 Financial Services Consultant (Bengaluru)
🏢 ICICI Pension Fund Management
📍 Bengaluru

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