ICICI Prudential AMC Ltd
Website:
icicipruamc.com
Job details:
Role Description The Relationship Manager is a full-time, on-site role based in Surat & Vadodara location. This role focuses on managing and expanding relationships with individual and institutional investors, HNI and UHNI investors.while advising the company’s mutual fund and investment solutions. Day-to-day responsibilities include meeting existing and prospective clients, understanding their financial goals, presenting suitable products, and ensuring high levels of service and retention. The Relationship Manager will regularly monitor client portfolios, respond to queries, and coordinate with internal teams for timely execution of transactions and resolution of issues. The role also involves achieving business targets, conducting market outreach activities, and staying updated on regulatory guidelines and product offerings.
Qualifications,
- Strong client relationship management and customer service skills, with the ability to build trust and long-term partnerships.
- Sales, business development, and negotiation capabilities, including experience in meeting revenue or distribution targets.
- Solid understanding of mutual funds, capital markets, and investment products, with awareness of SEBI and other regulatory norms.
- Effective communication and presentation skills, both verbal and written, with proficiency in explaining financial concepts clearly.
- Analytical and problem-solving skills to assess client needs, review portfolios, and recommend appropriate solutions.
- Ability to work in a fast-paced, target-driven environment, manage multiple client relationships, and collaborate with internal teams.
- Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; a relevant professional certification (e.g., NISM Mutual Fund Distribution) is an advantage.
- Prior experience in asset management, banking, wealth management, or financial services, preferably in a client-facing or sales role.
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