Relationship Manager

ICICI Securities Limited; Karnataka; On-site; INR 800,000 - 1,200,000; Full time

Job summary

ICICI Securities Limited is hiring for assistant manager and managerial roles in Relationship Management in Karnataka, India. The role focuses on building and maintaining customer relationships across the ICICI group financial products, including online trading, mutual funds, investment advisory, and wealth management.

You will drive client activation, retention, and revenue through advisory services and proactive engagement.

Qualifications

• Excellent communication and active listening abilities.
• Strong customer focus with a service orientation.
• Proven interpersonal skills for stakeholder engagement.
• Self-motivated with a positive, proactive approach.
• Analytical mindset to interpret data and client needs.

Responsibilities

• Build and manage relationships with customers for sales and services.
• Handle financial products like online trading accounts, mutual funds, and wealth management.
• Activate and retain clients through advisory and cross-sell opportunities.
• Generate leads and contribute to revenue targets via campaigns.
• Prepare MIS reports and participate in client meetings and sales processes.
• Conduct market research to identify revenue opportunities and profitability.

Skills

Communication

Customer orientation

Interpersonal skills

Confidence

Analytical skills

Job description

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