Key Responsibilities :

- To be involved into relationship building and management with the customer for

sales and services of financial products of ICICI group (E.g., Online Trading Account,

Client Activation and Retention, Mutual Funds, Investment Advisory, Wealth

Management)

- To manage assigned client base through virtual/client visits and provide financial /

investment advisory, develop new relations through referencing and other sources

- To generate leads for quality NCAs and act as productive resource by meeting

objectives thereby ensuring fulfillment of budgetary expectations of the

organization

- To be active in client engagement/reach out in assigned campaigns/activity which

happens time to time for effective outcome

- To deliver the desired business expectations/objectives by maintaining customer

relationship





- To manager customer meetings and sales process as part of his/her reporting

structure

- To consciously deliver support to reporting manager in increasing profitability
- To conduct market research for generating business thereby adding for revenue

generation

- To ensure customer satisfaction through effective customer service and query

handling

- To explore recent areas and ways to achieve productivity
- To prepare and maintain MIS report

Skill Set :

- Should be a good communicator
- Should have customer orientation
- Should have strong interpersonal skills
- Should be confident and possess positive approach
- Should have analytical skills

📌 Relationship Manager (Pune)
🏢 ICICI Securities
📍 Pune