Relationship Manager

ICICI Securities; Ahmedabad District; On-site; INR 350,000 - 600,000; Full time

Job summary

ICICI Securities is seeking a results-driven professional to manage client relationships and provide financial advisory across ICICI group products. The role involves engaging clients, delivering investment guidance, and driving revenue through sustained client activity.

The candidate will handle client meetings, contribute to campaign initiatives, and maintain MIS reports to track performance and profitability.

Qualifications

• Strong communication and customer-oriented mindset.
• Excellent interpersonal and analytical skills.
• Proactive relationship building and advisory capabilities.

Responsibilities

• To build and manage relationships with customers for sales and services of ICICI group financial products (e.g., Online Trading Account, Client Activation and Retention, Mutual Funds, Investment Advisory, Wealth Management).
• To manage assigned client base through virtual or client visits and provide financial/investment advisory, develop new relations through referrals and other sources.
• To generate leads for NCAs and contribute to budgeted revenue by meeting objectives.
• To engage clients through campaigns and activities to deliver effective outcomes.
• To achieve business objectives by maintaining strong customer relationships.
• To conduct client meetings and manage the sales process as per reporting structure.
• To support the reporting manager in increasing profitability.
• To conduct market research for revenue generation.
• To ensure customer satisfaction through effective service and query handling.
• To explore new areas and strategies to improve productivity.
• To prepare and maintain MIS reports.

Skills

Communication

Customer orientation

Interpersonal skills

Positive attitude

Analytical skills

Job description

Job Description:

Key Responsibilities :

1. To be involved into relationship building and management with the customer for sales and services of financial products of ICICI group (E.g., Online Trading Account, Client Activation and Retention, Mutual Funds, Investment Advisory, Wealth Management)
2. To manage assigned client base through virtual/client visits and provide financial /investment advisory, develop new relations through referencing and other sources
3. To generate leads for quality NCAs and act as productive resource by meeting objectives thereby ensuring fulfillment of budgetary expectations of the organization
4. To be active in client engagement/reach out in assigned campaigns/activity which happens time to time for effective outcome
5. To deliver the desired business expectations/objectives by maintaining customer relationship
6. To manager customer meetings and sales process as part of his/her reporting structure
7. To consciously deliver support to reporting manager in increasing profitability
8. To conduct market research for generating business thereby adding for revenue generation
9. To ensure customer satisfaction through effective customer service and query handling
10. To explore new areas and ways to achieve productivity
11. To prepare and maintain MIS report

Skill Set:

1. Should be a good communicator
2. Should have customer orientation
3. Should have strong interpersonal skills
4. Should be confident and possess positive approach
5. Should have analytical skills

Requirements: