Role is to increase client base and maximize sales by planning and implementing organization strategies/activities to achieve the given targets.
Responsible for acquiring new customers from open market and activate inactive clients. Internal Focus - Branch Relationship Team External Focus - Investors
To achieve monthly plan to acquire Retail /HNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls.
Generation of fresh leads through reference to shore up the clientele. .
Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling.
Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth.
Profiling customers and provide financial products to meet customer needs.
Ensuring the highest levels of service to Corporate clients/HNI and Retail 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 Retail and HNI customers.
