Financial Services Consultant

Role & responsibilities

• Direct Sales & Acquisition: Execute daily field visits to acquire new customers for the National Pension System (NPS).
• PFM Shift: Identify existing NPS subscribers and influence them to switch their Pension Fund Manager to ICICI Pru PFM based on our performance track record.
• Revenue & AUM Growth: Achieve monthly targets for New Subscriber Additions and total Assets Under Management (AUM) inflow.
• Corporate Engagements: Organise and lead help-desk sessions at corporate offices to drive employee enrolment in Corporate NPS.
• Channel Management: Collaborate with ICICI Bank branches and other Points of Presence (POPs) to address potential accounts.
• End-to-End Onboarding: Manage the entire customer journey for NPS subscription, from PRAN (Permanent Retirement Account Number) generation to digital document submission.
• Market Intelligence: Stay updated on PFRDA regulations, tax benefits (80CCD), and competitor performance to provide expert advice to clients.
• Compliance: Maintain 100% accuracy in documentation and adhere to all regulatory and internal ethical selling guidelines.

Preferred candidate profile

• Graduate/Post graduate in relevant discipline, preferably full time
• Eager to explore sales as a career path
• Good communication skills - verbal and written
• Flexibility to travel as needed within/outside the place of posting