Relationship Manager- Customer Engagement

A.  Position Details

      Position Title:

Relationship Manager


I (RE) & AM(RM)


Customer Engagement


Customer Engagement

      Immediate Supervisor’s Position Title:

Channel Head/Channel Manager/Cluster Manager/ Branch Manager

      No. of Direct Reportees


      No. of Indirect Reportees




B.  Demographics


Relationship Executive / Relationship Manager - CEC

      Education Background

Graduate/Post Graduate/MBA with good experience from BFSI

      Work Experience

2- 7 Years of Sales experience, Preference to NISM ( 5A ) Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.

      Critical Skills Required

Relationship Management
Influencing Skills
Technical - Product Knowledge
Presentation skills
Interpersonal skills
Effective Communication
Result oriented with proper adherence to compliance


C.  Role Purpose

Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets



D.  Key Accountabilities

To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele

Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls

Responsible for advising Investors, to be able to analyse 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 relationships

Profiling customers and provide financial products to meet customer needs

Ensuring the highest levels of service to the client /HNI customers

Providing Investment planning and advice



Achieving sales and revenue targets spread across product mix


One point contact for the assigned customer