Relationship Manager - Mutual Funds Sales

Key Skills

Mutual Funds Sales

Job Description

Responsibilities:

To promote all the product line of ICICI Prudential Mutual Fund

To up sell ICICI Prudential Mutual Fund products to Retail/HNI Clients

To generate fresh leads and acquire clients through reference to shore up the clientele

To achieve sales and revenue targets spread across product mix

To achieve the business targets assigned in terms of up selling ICICI Prudential Mutual Fund Products enhancing and upgrading the Client Net worth relationships

Profiling customers and provide Investment plan & financial advice to the client/HNI clients

Ensuring the highest levels of service to the client /HNI clients

One point of contact for the assigned client

To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls

Qualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSI

Desired Skill:

Should posses effective communication and presentation skills

Ability to convince and negotiate with a confident and determined approach

Should be highly self motivated and ambitious in achieving goals

Should be capable of thriving in the competitive market

Should be able to work in team and also perform independently
  • Experience

    1 - 4 Years

  • No. of Openings

    20

  • Education

    Any Bachelor Degree

  • Role

    Mutual Funds Sales

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About TETRAHED

With years of experience in satisfying client requirements, Tetrahed, Inc., has been offering end-to-end business solutions for various industries in the USA and beyond. With a customized approach, we nurture flexibility and scalability to ensure sustainable growth.
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