Relationship Manager

ICICI Securities Limited; Dadri, Gurugram District; On-site; INR 400,000 - 650,000; Full time

Job summary

ICICI Securities Limited is seeking a proactive Relationship Manager to engage with customers for sales and services of ICICI group financial products. You will manage client bases through virtual or on-site visits, provide investment advisory, and develop new relationships.

The role requires strong communication, customer orientation, and analytical skills to meet business objectives and drive revenue through effective client engagement.

Qualifications

• Strong communication and customer orientation.
• Good interpersonal skills and ability to build relationships.
• Analytical skills for market research and MIS reporting.

Responsibilities

• Build and manage relationships with customers for sales and services of ICICI group financial products.
• Manage client base via virtual or in-person visits; provide financial/investment advisory.
• Generate leads for NCAs and support revenue targets through client engagement campaigns.
• Conduct market research to identify new business opportunities and revenue streams.
• Prepare and maintain MIS reports and track campaign outcomes.
• Support the reporting manager to increase profitability and client satisfaction.

Skills

Communication

Customer orientation

Interpersonal skills

Confidence

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 approach

Should have analytical skills