Relationship Officer

ICICI Securities; Chennai District; On-site; INR 600,000 - 900,000; Full time

Job summary

ICICI Securities is seeking a Relationship Manager to build and manage customer relationships for sales and services of financial products. You will provide financial and investment advisory, activate and retain clients, and develop new relations through referrals and outreach.

You will generate leads, participate in campaigns, deliver on revenue objectives, and maintain MIS reports while handling client meetings and the sales process. Tamil language proficiency is mandatory.

Qualifications

• Excellent communication and customer-facing skills.
• Strong customer orientation and relationship-building abilities.
• Solid interpersonal and analytical capabilities.
• Tamil language proficiency mandatorily required.

Responsibilities

• Build and manage relationships with customers for sales and services of ICICI group financial products.
• Provide financial/investment advisory and develop new relations through referrals and outreach.
• Generate leads for quality NCAs and contribute to budgetary objectives.

Skills

Good communicator

Customer orientation

Interpersonal skills

Confident and positive

Analytical skills

Job description

Relationship Mannager:

Manager 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
• Tamil language proficiency mandetory

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.