·To handling the team of RMs.
·To up sell ICICI Prudential MF products to Retail/HNI Clients asper the assigned database, generation of fresh leads through reference to shoreup the clientele.
·Achieving the business targets assigned in terms of up sellingICICI Prudential Products, enhancing and upgrading the Client Net worthrelationships.
·Profiling customers and provide financial products to meetcustomer needs
·Ensuring the highest levels of service to the client /HNIcustomers
·Providing Investment planning and advice
·Achieving sales and revenue targets spread across product mix
·One point contact for the assigned customer
·Acquisition amp; Servicing of HNI/UHNI customers.
·Preference to NISM Certified candidates with experience inmanaging Retail/HNI Clients, with in depth knowledge of Mutual Funds.
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