Job Title

Role: Relationship Executive / Relationship Manager – CEC Education Background Graduate / Post-Graduate / MBA with a minimum of 2 years of experience in the BFSI sector. Work Experience 1–3 years of sales experience. Preference will be given to NISM 5A & 21A certified candidates with experience in managing Retail/HNI clients and in-depth knowledge of Mutual Funds. Candidate willing to relocate can also apply Critical Skills Required Relationship Management Influencing Skills Technical / Product Knowledge Presentation Skills Interpersonal Skills Effective Communication Result-orientation with strong adherence to compliance Role Purpose To maximize sales by planning and implementing organizational strategies and activities in order to achieve assigned business targets. Key Accountabilities Up-sell ICICI Prudential Mutual Fund products to Retail and HNI clients as per the assigned database Generate fresh leads through references to expand the client base Acquire HNI clients and maintain consistent engagement through regular follow-up calls Advise investors by analyzing their asset allocation and customizing investment solutions Achieve business targets related to up-selling ICICI Prudential products and strengthening client net-worth relationships Profile customers to understand financial needs and provide suitable financial products Ensure high standards of service delivery to Retail and HNI clients Provide investment planning and financial advisory support Meet sales and revenue targets across the assigned product mix Serve as the single point of contact for all assigned customers Interested candidates can also send their CV at or reach out on