Relationship Manager - Wealth Manager - HNI

ICICI Bank Ltd.
  • Pune
  • 10-11 lakh
  • 1-6 years
  • 452 Views
  • 11 May 2015
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  • Sales/ Business Development/ Account Management, Investments

  • Banking - Retail, Banking - Corporate
Job Description

- Monitor and address HNI clients banking and Investment requirements

- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals

- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

- Achievement of product-wise targets

- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio

- Conduct risk profiling of all mapped clients for better advisory on investment needs

- Ensuring client contactability at all times through updation of latest contact details in all necessary systems

- Regular contact with all mapped clients through weekly / monthly calls

- Resolution of queries of all mapped clients within TAT specified

- Ensuring need based product approach towards clients and regular reporting of product penetration

- Reaching out to all mapped clients on a periodic basis (defined) and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling)

Key Skills:

- Ability to manage relationships to improve relationship value of existing customers

- Ability to build and maintain long term relationships, deepening relationship and growing revenues

- Ability to provide seamless and superior service delivery

- Ability to ensure compliance with key regulatory and bank level requirements

Educational Qualifications:

PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization


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ICICI Bank Ltd.