Relationship Executive / Relationship Manager - DET (ICICI Prudential AMC)

Are you a driven sales professional with a passion for building long-term client relationships and a knack for financial planning? ICICI Prudential AMC is seeking a results-oriented Relationship Executive/Manager to expand our client base among Retail and High Net Worth Individuals (HNI).

Role Purpose

The primary goal of this role is to drive revenue growth and significantly increase the client base by strategically planning and executing organizational strategies. You will be responsible for acquiring new customers from the open market and reactivating inactive accounts, ensuring maximized sales targets are met within the investment portfolio.

Key Accountabilities & Responsibilities

- Achieve monthly sales and revenue targets, specifically focused on upselling ICICI Prudential products across various investment offerings.
- Acquire recent Retail and HNI clients and generate fresh leads through strong networking and reference systems.
- Act as the primary point of contact for all assigned customers, ensuring consistent engagement through regular weekly and monthly communication.
- Analyze investors' current asset allocation to provide customized financial advice and investment planning tailored to their needs.
- Enhance and upgrade the net worth profiling of customers, offering appropriate financial products to meet their evolving requirements.




- Maintain the highest standards of service quality for Corporate, HNI, and Retail clients.
- Drive business growth by transitioning lead generation efforts into actionable sales opportunities and servicing mapped clients effectively.

Qualifications & Experience

Required Qualifications

- Education: Graduate, Post Graduate, or MBA (Preference for BFSI background).
- Experience: 4-7 years of proven sales experience, preferably within the BFSI sector.
- Certification: Preference given to candidates who are NISM Certified.
- Target: Demonstrated success in new client acquisition and client lifecycle management.

Critical Skills Required

- Relationship Management & Interpersonal Skills (Ability to build trust with HNIs).
- Negotiation and Influencing Skills.
- Advanced Communication and Presentation Skills.
- Technical Proficiency: Strong Product Knowledge of Investment Products.
- Mindset: Highly result-oriented with strict adherence to compliance and ethical standards.

About the Opportunity

This role provides a dynamic environment where your sales acumen and financial knowledge will directly contribute to the growth of a leading financial institution. You will manage a portfolio focused on delivering customized investment solutions to discerning investors.

Apply Now and become a part of our high-performing team!

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