Company Description ICICI Prudential Mutual Fund is one of India’s leading asset management companies, offering a wide range of mutual fund products to help individuals and institutions meet their financial goals. The organization focuses on investor-centric solutions, disciplined risk management, and strong governance practices. With an extensive branch network and distribution reach, ICICI Prudential Mutual Fund emphasizes long-term relationships with customers and partners.

Team members benefit from a performance-driven culture, structured learning opportunities, and exposure to the quick-growing financial services sector.

Role Description The Branch Relation Executive role is a full-time, on-site position based in Agra. The individual in this role will manage and strengthen relationships with branch staff and distribution partners, ensuring effective promotion of ICICI Prudential Mutual Fund products. Daily responsibilities include coordinating with branch teams, conducting product briefings, assisting with customer queries related to mutual funds, and facilitating smooth transaction processing.

The role involves tracking sales performance, supporting campaigns and promotional activities,



and providing timely feedback to management on market trends and branch-level opportunities.

The Branch Relation

Executive will also ensure compliance with regulatory and company guidelines while delivering qualified and courteous service to all stakeholders.

Qualifications

- Strong relationship management and stakeholder coordination abilities, with a focus on customer service and branch-level engagement.
- Basic understanding of mutual funds, capital markets, and investment products, or willingness to quickly learn and apply financial concepts.
- Effective communication and interpersonal skills, including the ability to present information clearly to branch staff and customers.
- Proficiency in using standard office software and digital tools to track sales data, prepare reports, and manage documentation.
- Ability to work in a structured, target-oriented environment, prioritize tasks, and maintain accuracy in a fast-paced setting.
- Bachelor’s degree in Business, Commerce, Finance, or a related field; relevant experience in banking, financial services, or sales is an advantage.
- Commitment to ethical conduct, regulatory compliance, and maintaining confidentiality of customer and company information.

📌 Branch relation executive (Agra)
🏢 ICICI Prudential Mutual Fund
📍 Agra