Financial Services Consultant

Icici Prudential Pension Funds Management; Hyderabad, Chennai District, Bengaluru; Presencial; INR 450.000 - 650.000; Jornada completa

Descripción de la vacante

Icici Prudential Pension Funds Management in Hyderabad is seeking a field sales professional to drive NPS acquisitions and conversions. You will visit clients, engage with corporate offices, and coordinate with branches to expand subscriber base and AUM inflows.

The role requires travel flexibility, strong communication skills, and a keen interest in sales as a career path. You will manage onboarding from PRAN to digital doc submission, while staying compliant with regulations.

Formación

• Graduate or post-graduate in relevant discipline, preferably full time.
• Eager to explore a sales career path.
• Good communication skills - verbal and written.
• Flexibility to travel within/outside the place of posting.

Responsabilidades

• Direct Sales & Acquisition: Execute daily field visits to acquire new customers for the National Pension System (NPS).
• PFM Shift: Identify existing NPS subscribers and influence them to switch their Pension Fund Manager to ICICI Pru PFM based on our performance track record.
• Revenue & AUM Growth: Achieve monthly targets for New Subscriber Additions and total Assets Under Management (AUM) inflow.
• Corporate Engagements: Organise and lead help-desk sessions at corporate offices to drive employee enrolment in Corporate NPS.
• Channel Management: Collaborate with ICICI Bank branches and other Points of Presence (POPs) to address potential accounts.
• End-to-End Onboarding: Manage the entire customer journey for NPS subscription, from PRAN generation to digital document submission.
• Market Intelligence: Stay updated on PFRDA regulations, tax benefits (80CCD), and competitor performance to provide expert advice to clients.
• Compliance: Maintain 100% accuracy in documentation and adhere to all regulatory and internal ethical selling guidelines.

Conocimientos

Communication skills

Travel willingness

Sales aptitude

Educación

Graduate/Post graduate in relevant discipline

Descripción del empleo

Role & responsibilities

• Direct Sales & Acquisition: Execute daily field visits to acquire new customers for the National Pension System (NPS).
• PFM Shift: Identify existing NPS subscribers and influence them to switch their Pension Fund Manager to ICICI Pru PFM based on our performance track record.
• Revenue & AUM Growth: Achieve monthly targets for New Subscriber Additions and total Assets Under Management (AUM) inflow.
• Corporate Engagements: Organise and lead help-desk sessions at corporate offices to drive employee enrolment in Corporate NPS.
• Channel Management: Collaborate with ICICI Bank branches and other Points of Presence (POPs) to address potential accounts.
• End-to-End Onboarding: Manage the entire customer journey for NPS subscription, from PRAN (Permanent Retirement Account Number) generation to digital document submission.
• Market Intelligence: Stay updated on PFRDA regulations, tax benefits (80CCD), and competitor performance to provide expert advice to clients.
• Compliance: Maintain 100% accuracy in documentation and adhere to all regulatory and internal ethical selling guidelines.

Preferred candidate profile

• Graduate/Post graduate in relevant discipline, preferably full time
• Eager to explore sales as a career path
• Good communication skills - verbal and written
• Flexibility to travel as needed within/outside the place of posting