Branch relation executive

About the Role

The Branch Relation Executive role is a full-time, on-site position based in Agra.

Key Responsibilities

• Building and maintaining strong relationships with branch staff and investors.
• Promoting ICICI Prudential Mutual Fund products.
• Supporting branch-level business development activities.
• Meeting prospective and existing clients.
• Explaining product features.
• Assisting with investment transactions.
• Ensuring timely resolution of customer queries.
• Coordinating with internal teams to support marketing campaigns.
• Tracking sales performance.
• Ensuring compliance with company processes and regulatory guidelines.
• Preparing basic reports.
• Updating records.
• Providing regular feedback from the branch and customers to enhance service quality and business growth.

Qualifications

• Strong relationship management and customer service skills, with the ability to engage retail clients and branch staff professionally.
• Sales and business development abilities, including basic understanding of mutual fund products and financial markets.
• Communication and presentation skills, with proficiency in spoken and written English and local language.
• Organizational and time management skills, including the ability to handle multiple client interactions and tasks efficiently.
• Bachelor’s degree in commerce, finance, business, or a related field is preferred.
• Prior experience in financial services, banking, or mutual funds is an advantage but not always mandatory.
• Comfort with basic computer applications (MS Office, email, and CRM tools) and readiness to learn new systems.
• Ability to work from the Agra branch location.
• Adaptability to a target-oriented environment.
• Adherence to regulatory and company compliance standards.