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 Current 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
Valuable communication skills - verbal and written
Flexibility to travel as needed within/outside the place of posting