Relationship Manager

Job Summary

ICICI Securities is seeking a Relationship Manager for their Pune office to engage and manage client relationships focused on the sales and servicing of financial products within the ICICI Group, including online trading accounts, mutual funds, investment advisory, and wealth management services.

Responsibilities

• Develop and maintain strong relationships with clients to promote financial product sales and services.
• Manage assigned client portfolio through virtual and in-person meetings to provide tailored financial and investment advice.
• Generate and cultivate leads to secure quality new client accounts, contributing to organizational budget goals.
• Participate actively in periodic client engagement campaigns to produce effective outcomes.
• Achieve business objectives by maintaining customer satisfaction and enduring relationships.
• Coordinate client meetings and oversee the sales process according to reporting manager’s framework.
• Support reporting managers to enhance profitability through strategic initiatives.
• Conduct market research to identify new business opportunities that contribute to revenue growth.
• Ensure top-tier customer service and efficient query resolution to enhance client satisfaction.
• Identify innovative methods and areas to boost productivity.
• Prepare and maintain management information system (MIS) reports for tracking purposes.

Required Skills and Attributes

• Effective communication skills to interact confidently with clients.
• A customer-centric approach with strong interpersonal abilities.
• Positive attitude combined with confidence in client dealings.
• Analytical thinking to assess client needs and market conditions.