JOB SPECIFICATION
RM_CEC - ICICI AMC
Confidential Hiring Client · Sales & Marketing (Wealth)
Job Details
- Company: ICICI AMC
- POC: Bhupesh Nagar ((phone hidden),
[email protected])
- ID: syn165
- Experience: 5 - 8 Years
- Employment Type: Full-time
- Compensation: ₹ 12 - 15 LPA
- Open Positions: 5 Openings
- Location: Bengaluru
- Education: Bachelor's Degree
- Work Mode: In office
- Status: ON_HOLD
Walk-In Drive Details
NOTE: Walk-In drive on Monday, 03-08-2026 between 10:00 a.m to 5:00 p.m
Address: ICICI Prudential Mutual Fund, UN 101 to 104, 1st Flr, Phoenix Pinnacle 46, Ulsoor Road, Bengaluru, Karnataka-560042.
– Customer Engagement Channel
- Designation: Relationship Manager – Customer Engagement
- Reporting to: Channel Manager – Customer Engagement
- Grade: Deputy Manager / Manager
- Experience: 7+ years
Responsibilities
- To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
- Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth relationships.
- Profiling customers and provide financial products to meet customer needs.
- Ensuring the highest levels of service to the client /HNI customers.
- Providing Investment planning and advice.
- Achieving sales and revenue targets spread across product mix.
- One point contact for the assigned customer.
- Acquisition & Servicing of HNI/UHNI customers.
- Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.
Skills & Competencies
Must-Have Skills:
- Mutual Funds
- MF Equity
Good to Have / Secondary:
- HNI NRI
- NISM Certification
- UHNI Client Management
- Investment Planning and Advisory
- Client Servicing
- Upselling/Cross-selling
- Lead Generation
- Retail Client Management
- Wealth Management
- Customer Profiling
📌 Sales & Marketing (Wealth) _ ICICI AMC (India)
🏢 Tailored Management
📍 India