Relationship Manager

ICICI Securities Limited; Chennai District; Presencial; INR 500 000 - 700 000; Tempo integral

Resumo da oferta

ICICI Securities is hiring for assistant manager/manager level in Relationship Management. The role focuses on building and managing relationships with customers for ICICI financial products, including online trading, mutual funds, and investment advisory services.

You will develop new client relations, generate leads, and support campaigns to meet revenue objectives. The position emphasizes customer service, effective communication, and data-driven MIS reporting to enhance profitability and

Qualificações

• Experience in relationship management with customers in financial services.
• Ability to generate leads and manage client base.
• Strong communication and presentation skills.
• Analytical mindset with ability to interpret client data.

Responsabilidades

• Build and manage customer relationships to drive sales and services of ICICI financial products.
• Manage client base through virtual or in-person visits and provide financial guidance.
• Generate leads and achieve campaign objectives for NCAs and revenue.
• Conduct market research to support revenue growth and profitability.
• Prepare MIS reports and track key metrics.
• Support reporting manager to increase profitability and customer satisfaction.

Conhecimentos

Strong communicator

Customer orientation

Interpersonal skills

Analytical skills

Relationship management

Descrição da oferta de emprego

We are hiring at assistant manager and managerial level in Relationship Management at ICICI Securities.

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 approach
• Should have analytical skills