Relationship Manager

ICICI Securities; Pune District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

ICICI Securities in Pune invites applications for a Relationship Manager to manage sales and advisory services across ICICI group financial products such as online trading, mutual funds, investment advisory and wealth management.

The role involves building and nurturing client relationships through virtual or in-person meetings, delivering financial guidance, generating leads, achieving business targets, and preparing MIS reports to drive revenue and customer satisfaction.

Qualifications

• Experience in relationship management or sales of financial products.
• Ability to generate leads and build client base.
• Strong communication and service orientation.
• Analytical mindset for investment advisory.

Responsibilities

• To be involved in 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 manage 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

Skills

Good communicator

Customer orientation

Interpersonal skills

Confident & positive

Analytical skills

Job description

ICICI Securities is hiring for the role of Relationship Manager for Pune Location.

To share your CV, kindly email [e-mail].

Key Responsibilities

• To be involved in 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 manage 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 a positive approach
• Should have analytical skills