Key Responsibilities: 

•  Will be involved into Relationship Building & Management with the customer for Sales & Services of Financial Products of ICICI group. [Eg. Online Trading Account, Life Insurance, 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. 

Job Responsibilities: 

• 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.
• Conducting market research for generating business thereby adding for revenue generation,
• Ensuring customer satisfaction
• Exploring new areas and ways to achieve productivity. 
• Preparing and maintaining MIS report.

Skill set: 

• Good Communicator
• Customer Orientation 
• Positive approach 
• Interpersonal /Analytical Skills 
• Confident & positive approach

Key Responsibilities: 

•  Will be involved into Relationship Building & Management with the customer for Sales & Services of Financial Products of ICICI group. [Eg. Online Trading Account, Life Insurance, 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. 

Job Responsibilities: 

• 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.
• Conducting market research for generating business thereby adding for revenue generation,
• Ensuring customer satisfaction
• Exploring new areas and ways to achieve productivity. 
• Preparing and maintaining MIS report.

Skill set: 

• Good Communicator
• Customer Orientation 
• Positive approach 
• Interpersonal /Analytical Skills 
• Confident & positive approach

Key Responsibilities: 

•  Will be involved into Relationship Building & Management with the customer for Sales & Services of Financial Products of ICICI group. [Eg. Online Trading Account, Life Insurance, 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. 

Job Responsibilities: 

• 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.
• Conducting market research for generating business thereby adding for revenue generation,
• Ensuring customer satisfaction
• Exploring new areas and ways to achieve productivity. 
• Preparing and maintaining MIS report.

Skill set: 

• Good Communicator
• Customer Orientation 
• Positive approach 
• Interpersonal /Analytical Skills 
• Confident & positive approach

Key Responsibilities: 

•  Will be involved into Relationship Building & Management with the customer for Sales & Services of Financial Products of ICICI group. [Eg. Online Trading Account, Life Insurance, 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. 

Job Responsibilities: 

• 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.
• Conducting market research for generating business thereby adding for revenue generation,
• Ensuring customer satisfaction
• Exploring new areas and ways to achieve productivity. 
• Preparing and maintaining MIS report.

Skill set: 

• Good Communicator
• Customer Orientation 
• Positive approach 
• Interpersonal /Analytical Skills 
• Confident & positive approach

Key Responsibilities: 

•  Will be involved into Relationship Building & Management with the customer for Sales & Services of Financial Products of ICICI group. [Eg. Online Trading Account, Life Insurance, 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. 

Job Responsibilities: 

• 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.
• Conducting market research for generating business thereby adding for revenue generation,
• Ensuring customer satisfaction
• Exploring new areas and ways to achieve productivity. 
• Preparing and maintaining MIS report.

Skill set: 

• Good Communicator
• Customer Orientation 
• Positive approach 
• Interpersonal /Analytical Skills 
• Confident & positive approach

Job Role- E- Relationship Manager

Qualification- Graduate\Post Graduate.

Key Responsibilities

?       ?       ?       ?       ?        

Key Requirements

?       ?       ?       ?      

?       Should have NISM ? 7 and 8 certificates (Mandatory) 

Job Role- E- Relationship Manager

Qualification- Graduate\Post Graduate.

Key Responsibilities

?       ?       ?       ?       ?        

Key Requirements

?       ?       ?       ?      

?       Should have NISM ? 7 and 8 certificates (Mandatory) 

Job Role- E- Relationship Manager

Qualification- Graduate\Post Graduate.

Key Responsibilities

?       ?       ?       ?       ?        

Key Requirements

?       ?       ?       ?      

?       Should have NISM ? 7 and 8 certificates (Mandatory) 

Call N Trade Service

Manage inbound calls in a timely manner w.r.t.placing orders in customer?s account on successful authentication of account andservice

?      ?      ?      ?      ?      Responsible for driving quality engagements overcall with customers by following industry best practices

NISMcertification is Mandatory     -- NISMSeries VII

OtherPreferred NISM certifications

FNO ? NISM VIII

Commodity Derivative Certificate ? NISM Series XVI

Currency Derivatives Certificate? NISM Series I

Any Graduate with experience in Broking is preferred.

Job Summary:

• To manage the center profitability by constantly endeavoring to bring upproductivity and also ensuring reduction in costs in areas deemed desirable bythe management.
• To monitor the performance and learning development of RelationshipManagers.

Key Responsibilities:

• Ensuring the productivity of Brach and Relationship Managers as per theexpectation of the company by planning activities for sales, identification oftraining needs and measurement of product penetrations, customer awareness andsatisfaction.
• Handling HNI clients by themselves for closure of sales on all financialproducts (except equity) without subsequent delegation.
• Ensuring adherence to Sales Processes.
• Market feedback viz. new product, pricing, and competitor"s activityetc. to the Cluster Manager.
• Ensure the security, policies and audit procedures are followed asoutlined by policy.
• Manage operations and customer service activities of a Branch, indelivering financial services products to current and potential consumer andbusiness customers, while meeting established plans and ensuring regulatorycompliance.
• Maintenance of statutory timings, discipline, cleanliness of the center(as per the guidelines) and compliance on 5S for better realization.

Skill set:

• Perform sales leadership functions for the Branch, such as coaching,sales meetings and briefs
• Team player
• Customer Orientation
• Positive approach
• Problem solving

Job Summary:

• To manage the center profitability by constantly endeavoring to bring upproductivity and also ensuring reduction in costs in areas deemed desirable bythe management.
• To monitor the performance and learning development of RelationshipManagers.

Key Responsibilities:

• Ensuring the productivity of Brach and Relationship Managers as per theexpectation of the company by planning activities for sales, identification oftraining needs and measurement of product penetrations, customer awareness andsatisfaction.
• Handling HNI clients by themselves for closure of sales on all financialproducts (except equity) without subsequent delegation.
• Ensuring adherence to Sales Processes.
• Market feedback viz. new product, pricing, and competitor"s activityetc. to the Cluster Manager.
• Ensure the security, policies and audit procedures are followed asoutlined by policy.
• Manage operations and customer service activities of a Branch, indelivering financial services products to current and potential consumer andbusiness customers, while meeting established plans and ensuring regulatorycompliance.
• Maintenance of statutory timings, discipline, cleanliness of the center(as per the guidelines) and compliance on 5S for better realization.

Skill set:

• Perform sales leadership functions for the Branch, such as coaching,sales meetings and briefs
• Team player
• Customer Orientation
• Positive approach
• Problem solving

Job Summary:

• To manage the center profitability by constantly endeavoring to bring upproductivity and also ensuring reduction in costs in areas deemed desirable bythe management.
• To monitor the performance and learning development of RelationshipManagers.

Key Responsibilities:

• Ensuring the productivity of Brach and Relationship Managers as per theexpectation of the company by planning activities for sales, identification oftraining needs and measurement of product penetrations, customer awareness andsatisfaction.
• Handling HNI clients by themselves for closure of sales on all financialproducts (except equity) without subsequent delegation.
• Ensuring adherence to Sales Processes.
• Market feedback viz. new product, pricing, and competitor"s activityetc. to the Cluster Manager.
• Ensure the security, policies and audit procedures are followed asoutlined by policy.
• Manage operations and customer service activities of a Branch, indelivering financial services products to current and potential consumer andbusiness customers, while meeting established plans and ensuring regulatorycompliance.
• Maintenance of statutory timings, discipline, cleanliness of the center(as per the guidelines) and compliance on 5S for better realization.

Skill set:

• Perform sales leadership functions for the Branch, such as coaching,sales meetings and briefs
• Team player
• Customer Orientation
• Positive approach
• Problem solving

Job Summary:

• To manage the center profitability by constantly endeavoring to bring upproductivity and also ensuring reduction in costs in areas deemed desirable bythe management.
• To monitor the performance and learning development of RelationshipManagers.

Key Responsibilities:

• Ensuring the productivity of Brach and Relationship Managers as per theexpectation of the company by planning activities for sales, identification oftraining needs and measurement of product penetrations, customer awareness andsatisfaction.
• Handling HNI clients by themselves for closure of sales on all financialproducts (except equity) without subsequent delegation.
• Ensuring adherence to Sales Processes.
• Market feedback viz. new product, pricing, and competitor"s activityetc. to the Cluster Manager.
• Ensure the security, policies and audit procedures are followed asoutlined by policy.
• Manage operations and customer service activities of a Branch, indelivering financial services products to current and potential consumer andbusiness customers, while meeting established plans and ensuring regulatorycompliance.
• Maintenance of statutory timings, discipline, cleanliness of the center(as per the guidelines) and compliance on 5S for better realization.

Skill set:

• Perform sales leadership functions for the Branch, such as coaching,sales meetings and briefs
• Team player
• Customer Orientation
• Positive approach
• Problem solving

Job Summary:

• To manage the center profitability by constantly endeavoring to bring upproductivity and also ensuring reduction in costs in areas deemed desirable bythe management.
• To monitor the performance and learning development of RelationshipManagers.

Key Responsibilities:

• Ensuring the productivity of Brach and Relationship Managers as per theexpectation of the company by planning activities for sales, identification oftraining needs and measurement of product penetrations, customer awareness andsatisfaction.
• Handling HNI clients by themselves for closure of sales on all financialproducts (except equity) without subsequent delegation.
• Ensuring adherence to Sales Processes.
• Market feedback viz. new product, pricing, and competitor"s activityetc. to the Cluster Manager.
• Ensure the security, policies and audit procedures are followed asoutlined by policy.
• Manage operations and customer service activities of a Branch, indelivering financial services products to current and potential consumer andbusiness customers, while meeting established plans and ensuring regulatorycompliance.
• Maintenance of statutory timings, discipline, cleanliness of the center(as per the guidelines) and compliance on 5S for better realization.

Skill set:

• Perform sales leadership functions for the Branch, such as coaching,sales meetings and briefs
• Team player
• Customer Orientation
• Positive approach
• Problem solving

Job Summary:

• To manage the center profitability by constantly endeavoring to bring upproductivity and also ensuring reduction in costs in areas deemed desirable bythe management.
• To monitor the performance and learning development of RelationshipManagers.

Key Responsibilities:

• Ensuring the productivity of Brach and Relationship Managers as per theexpectation of the company by planning activities for sales, identification oftraining needs and measurement of product penetrations, customer awareness andsatisfaction.
• Handling HNI clients by themselves for closure of sales on all financialproducts (except equity) without subsequent delegation.
• Ensuring adherence to Sales Processes.
• Market feedback viz. new product, pricing, and competitor"s activityetc. to the Cluster Manager.
• Ensure the security, policies and audit procedures are followed asoutlined by policy.
• Manage operations and customer service activities of a Branch, indelivering financial services products to current and potential consumer andbusiness customers, while meeting established plans and ensuring regulatorycompliance.
• Maintenance of statutory timings, discipline, cleanliness of the center(as per the guidelines) and compliance on 5S for better realization.

Skill set:

• Perform sales leadership functions for the Branch, such as coaching,sales meetings and briefs
• Team player
• Customer Orientation
• Positive approach
• Problem solving

KeyResponsibilities:

•                                      To meetthe KYC guidelines by checking all the KYC related documents from thecustomers.

 Skill Set:

• Should be a good communicator
• Should have customer orientation
• Should have strong interpersonal skills
•  Should be confident & positive approach
• Should have analytical skills

Key Responsibilities: 

•  Will be involved into Relationship Building & Management with the customer for Sales & Services of Financial Products of ICICI group. [Eg. Online Trading Account, Life Insurance, 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. 

Job Responsibilities: 

• 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.
• Conducting market research for generating business thereby adding for revenue generation,
• Ensuring customer satisfaction
• Exploring new areas and ways to achieve productivity. 
• Preparing and maintaining MIS report.

Skill set: 

• Good Communicator
• Customer Orientation 
• Positive approach 
• Interpersonal /Analytical Skills 
• Confident & positive approach

Note:    Additionalresponsibilities may be added from time to time depending on organisationalrequirements.

Skillsof required for the Profile:

?       ?       ?       Flexibility in executing the activities and open to work in shifts

Qualification:

Graduates / Post Graduates / CS / LLB.