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Relationship Manager

0.00 to 4.00 Years   Ludhiana   24 May, 2024
ICICI SECURITIES LIMITED
Job LocationLudhiana
EducationNot Mentioned
SalaryRs 2.5 - 5 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    What you will do
    • Will be involved into Relationship Building & Management with the customer for Sales & Services of Financial Products. [Eg. Online Trading Account, Mutual Funds, HL, LAP, Wealth Management]
    • To manage customers in the branch or through client visits & provide Financial / Investment Advisory, Develop new relations through referencing & other sources.
    • Cross selling to existing customers and acquire new customers.
    • Adhere to sales process and maintain/record customer interaction on internal CRM.
    • Work towards achieving customers metrics of RMs goal sheet.

Keyskills :
mutual funds saleswealth managementequity salesfinancial servicessalesbanking sales

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