• Manage and strengthen the partnership between ICICI Prudential Asset Management and ICICI Bank, focusing on driving mutual fund, PMS, and AIF sales through the bank channel.• Educate and train ICICI Bank employees on the intricacies of mutual funds, portfolio management services (PMS), and alternative investment funds (AIF).• Develop strategies to enhance product knowledge among bank staff, ensuring they are well-equipped to advise clients and meet their financial needs.• Provide ongoing support to ICICI Bank employees, offering insights and guidance on product features, market trends, and effective sales techniques.• Collaborate with bank branches to identify sales opportunities and implement initiatives to achieve business targets.• Monitor performance metrics and deliver actionable feedback to improve sales outcomes and client satisfaction.• Foster strong relationships with bank employees, acting as a key resource for product-related queries and sales support.

• Manage and nurture a portfolio of diverse clients, offering tailored financial advice and banking solutions.• Assist customers with a wide range of banking products, including savings accounts, fixed deposits, loans, and investment options.• Build and maintain strong, long-term relationships with clients to ensure their financial needs are met and expectations exceeded.• Conduct thorough assessments of clients’ financial goals to recommend appropriate banking products and services.• Deliver exceptional customer service, ensuring a positive and seamless banking experience.• Collaborate with cross-functional teams to enhance service offerings and contribute to overall business growth.• Consistently achieve sales and service targets while maintaining compliance with banking regulations.