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.
