Overview
Relationship Manager, Handling Affluent customers
Wealth Banking Knowledge ( Mutual Funds, Insurance, SIPs, AIF, family wealth mgmt, Private banking RMs)
AUM Size 100 crores & Above
Very good Interpersonal skills ( Communication, Negotiation and convincing skills, Outspoken and good at explaining banking products)
Good at financial planning Advisory
Experience should be more than 6 years
Affluent Relationship Manager
Designation: Relationship Manager – Customer Engagement
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.