Relationship Manager

ICICI Securities; Bengaluru; On-site; INR 450,000 - 600,000; Full time

Job summary

ICICI Securities in Bengaluru is seeking a proactive sales and advisory professional to manage client relationships and drive sales of ICICI group financial products, including online trading, mutual funds, and wealth management. You will engage clients through virtual and on-site visits, provide advisory services, and generate leads to meet revenue targets.

The role emphasizes customer-centric service, strong communication, and the ability to work across campaigns to maximize profitability and

Qualifications

• Strong communication and presentation abilities.
• Customer-centric mindset with focus on satisfaction.
• Excellent interpersonal skills for client engagement.
• Confident with a positive approach and proactive attitude.
• Analytical thinker capable of data-driven insights.

Responsibilities

• Build and manage relationships with customers for sales and services of ICICI group financial products.
• Manage assigned client base through virtual and on-site visits; provide financial/investment advisory.
• Generate leads for quality NCAs and meet budgetary objectives.
• Engage clients in campaigns to achieve effective outcomes.
• Deliver business results by maintaining strong customer relationships.

Skills

Good communicator

Customer orientation

Interpersonal skills

Positive attitude

Analytical skills

Job description

Key Responsibilities :

• 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)


• To manage assigned client base through virtual/client visits and provide financial / investment advisory, develop new relations through referencing and other sources


• To generate leads for quality NCAs and act as productive resource by meeting objectives thereby ensuring fulfillment of budgetary expectations of the organization


• To be active in client engagement/reach out in assigned campaigns/activity which happens time to time for effective outcome


• To deliver the desired business expectations/objectives by maintaining customer relationship


• To manager customer meetings and sales process as part of his/her reporting structure


• To consciously deliver support to reporting manager in increasing profitability


• To conduct market research for generating business thereby adding for revenue generation


• To ensure customer satisfaction through effective customer service and query handling


• To explore new areas and ways to achieve productivity


• To prepare and maintain MIS report

Skill Set :

• Should be a good communicator


• Should have customer orientation


• Should have strong interpersonal skills


• Should be confident and possess positive approachl
  
• Should have analytical skills