Relationship Manager

ICICI Securities Limited; New Delhi; On-site; INR 400,000 - 700,000; Full time

Job summary

ICICI Securities Limited in Delhi seeks a client-focused professional to drive sales and services of ICICI group financial products through relationship building and advisory support.

You will manage a growing client base, generate leads, conduct market research, and deliver MIS reporting while ensuring high customer satisfaction and revenue growth.

Qualifications

• Good communication and customer orientation are essential.
• Strong interpersonal skills and a positive attitude are required.
• Confident and proactive approach to client interactions.
• Analytical mindset for client needs and financial products.
• Ability to build lasting relationships and networks.

Responsibilities

• Build and manage relationships with customers for sales and services of ICICI group financial products.
• Manage assigned client base via virtual or in-person visits; provide financial/investment advisory.
• Develop new relations through referrals and other sources; generate leads.
• Aim to meet objectives and budgetary targets through effective outreach.
• Conduct market research to generate business and revenue.
• Prepare and maintain MIS reports.

Skills

Good communicator

Customer orientation

Interpersonal skills

Confident and positive

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