Relationship Manager Customer Engagement @ Gharondaa Advisors

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Relationship Manager Customer Engagement

Gharondaa Advisors
1 to 4 Yrs
Bengaluru
4 years ago
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Job Description

Job Description Customer Engagement Channel

Designation:Relationship Manager Customer Engagement

Reporting to: Channel Manager Customer Engagement

Grade: Executive / Assistant Manager

Experience: 1 to 4 years

Responsibilities:- To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.

Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth relationships.

Profiling customers and provide financial products to meet customer needs

Ensuring the highest levels of service to the client /HNI customers

Providing Investment planning and advice

Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers.

Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Investment Banking / M&A
Functional Area: Not Applicable
Role/Responsibilies: Relationship Manager Customer Engagement

Contact Details:

Company: Gharondaa Advisors
Location(s): Bengaluru

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Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

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Relationship Manager Customer Engagement @ Gharondaa Advisors

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