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Sales & Marketing (Wealth) _ ICICI AMC

Tailored Management
  • 🇮🇳 India
  • On-site
  • 22 hours ago
  • Equity
22 hours ago
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JOB SPECIFICATION

RM_CEC - ICICI AMC

Confidential Hiring Client · Sales & Marketing (Wealth)

Job Details

  • Company: ICICI AMC

  • POC: Bhupesh Nagar (8890588358,bhupesh.nagar@syncro1.com)

  • ID: syn165

  • Experience: 5 - 8 Years

  • Employment Type: Full-time

  • Compensation: ₹ 12 - 15 LPA

  • Open Positions: 5 Openings

  • Location: Bengaluru

  • Education: Bachelor's Degree

  • Work Mode: On-Site

  • Status: ON_HOLD

Walk-In Drive Details

NOTE: Walk-In drive on Monday, 03-08-2026 between 10:00 a.m to 5:00 p.m

Address: ICICI Prudential Mutual Fund, UN 101 to 104, 1st Flr, Phoenix Pinnacle 46, Ulsoor Road, Bengaluru, Karnataka-560042.

Job Description – Customer Engagement Channel

  • Designation: Relationship Manager – Customer Engagement

  • Reporting to: Channel Manager – Customer Engagement

  • Grade: Deputy Manager / Manager

  • Experience: 7+ 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.

Skills & Competencies

Must-Have Skills:

  • Mutual Funds

  • MF Equity

Good to Have / Secondary:

  • HNI NRI

  • NISM Certification

  • UHNI Client Management

  • Investment Planning and Advisory

  • Client Servicing

  • Upselling/Cross-selling

  • Lead Generation

  • Retail Client Management

  • Wealth Management

  • Customer Profiling

Sales & Marketing (Wealth) _ ICICI AMC · Tailored Management

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