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.
