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Wealth Manager

1.00 to 4.00 Years   Other Kerala   04 Sep, 2024
ICICI SECURITIES LIMITED
Job LocationOther Kerala
EducationNot Mentioned
SalaryRs 2.0 - 4.5 Lakh/Yr
IndustryFinancial Services
Functional AreaField Sales ExecutiveSales / BD
EmploymentTypeFull-time

Job Description

    Key Responsibilities:
    • To be involved into relationship building & management with the customer for Sales & Services of Financial Products of ICICI group. [Eg. Online Trading Account, Mutual Funds, Investment Advisory, Wealth Management]
    • To manage customers in the branch or through client visits & provide Financial / Investment Advisory, develop new relations through referencing & other sources.
    • To generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations of the organization.
    • To deliver the desired target numbers by maintaining customer relationship.
    • To manage customer meetings and sales process as part of his reporting structure
    • To consciously deliver support to Branch managers in increasing the profitability of the Branch.
    • To conduct market research for generating business thereby adding for revenue generation.
    • To ensuring customer satisfaction
    • To explore new areas and ways to achieve productivity.
    • To prepare and maintain an MIS report. Skill set:
    • Should be a good communicator
    • Should have customer orientation
    • Should have strong interpersonal skills
    • Should be confident & positive approach
    • Should have analytical skills

Keyskills :
salesproblem solving

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