Relationship Manager

Role: Relationship Executive / Relationship Manager CEC

Education Background

Graduate / Post-Graduate / MBA with a minimum of 2 years of experience in the BFSI sector.

Work Experience

• 13 years of sales experience. Preference will be given to NISM 5A & 21A certified candidates with experience in managing Retail/HNI clients and in-depth knowledge of Mutual Funds.
• Candidate willing to relocate can also apply

Critical Skills Required

• Relationship Management
• Influencing Skills
• Technical / Product Knowledge
• Presentation Skills
• Interpersonal Skills
• Effective Communication
• Result-orientation with strong adherence to compliance

Role Purpose

To maximize sales by planning and implementing organizational strategies and activities in order to achieve assigned business targets.

Key Accountabilities

• Up-sell ICICI Prudential Mutual Fund products to Retail and HNI clients as per the assigned database
• Generate fresh leads through references to expand the client base
• Acquire HNI clients and maintain consistent engagement through regular follow-up calls
• Advise investors by analyzing their asset allocation and customizing investment solutions
• Achieve business targets related to up-selling ICICI Prudential products and strengthening client net-worth relationships
• Profile customers to understand financial needs and provide suitable financial products
• Ensure high standards of service delivery to Retail and HNI clients
• Provide investment planning and financial advisory support
• Meet sales and revenue targets across the assigned product mix
• Serve as the single point of contact for all assigned customers

Interested candidates can also send their CV at or reach out on