Relationship Manager - Wealth Manager

ICICI Bank Ltd.
  • Ahmedabad, Vadodara
  • 10-11 lakh
  • 1-7 years
  • 625 Views
  • 11 May 2015
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  • Sales/ Business Development/ Account Management

  • Banking - Retail, Banking - Corporate
Job Description

Reports to: Branch Manager-Wealth Management Group

Job Role and Responsibilities:

- To ensure more wallet share to the customers to avoid devaluation of securities

- To do the entire primary banking from approaching a customer to filling AOF i.e., Account Opening Form and vice versa (Primary bankers have 200 clients)

- Managing relationship to improve relationship value of existing customers

- Ensuring products the customers according to their requirements

Deliverables:

- Maintain and deepen the relationships with the customers

- Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements

- Ensure compliance as per the bank requirements

- Maintain regular contact with clients

Skills and Competencies:

- Ability to analyze data

- Ability to use tools related to wealth products (such as- funds and investments, insurance and risk protection etc)

- Maintaining external network i.e. to maintain contact with the customers

- Attitude to service clients by providing them smooth and superior service delivery

Educational Qualifications:

UG - Any Graduate - Any Specialization, Graduation Not Required

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


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About Organisation

ICICI Bank Ltd.