Background: ICICI Bank Wealth Management offers banking and investment services to HNI (High Net Worth individual) customers of the bank. Relationship Managers (RM) are mapped to Clients to service, manage and deepen client relationships. The RM is responsible for managing the entire Banking and Financial needs of the customer as a Single Point of Contact from the Bank. Additionally, a Product Specialist such as Investment Specialist / Business Banking Specialist along with Client Service Manager form the entire service team for each Client. The entire Wealth Management Proposition is currently available in Top Cities in the Country.
Purpose of the Job: The position will be
directly responsible for interfacing and engaging with Clients on a day to day
basis. This position requires effective and efficient sourcing and processing
of Investment products requirements of Clients such as Mutual Funds, Life
Insurance, PMS, etc. basis of their Risk profile. Similarly sourcing and
servicing of Asset products such as Mortgage, Auto loans, Loans against Shares,
Credit Cards, etc. The position will be responsible for ensuring all
Banking and Financial requirements of the Client are serviced on time and
result in growth in Client portfolio and relationship with the Bank.
Key deliverables:
- 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 reach 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 and cross selling
products as per the demographic, lifestyle and risk profiling
- Formulate outbound and inbound sales plan to acquire new HNI
Clients for increasing customer base of the portfolio
- Conduct risk profiling of all mapped clients and showcase
investment products as per the Client risk profile
- 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 for all managed clients within TAT
specified
Key skills:
- Ability to manage relationships to improve relationship
value of existing Clients
- Experience in building and maintaining long term
relationships, deepening relationship and growing revenues for the organization
- Aptitude towards delivering high quality customer service
with good organizational and interpersonal skills
- Decision making skills with strong sense of ownership and
ability to work under pressure
- Ensure compliance with key regulatory and bank level requirements
Passion:
Constantly raises the bar for self & team, has a strong execution bias,
takes initiatives even in the face of significant difficulties
Customer First: Leverages every customer interaction as an opportunity to make
an impact, consistently seeks to understand customer needs, is accessible and
responsive
Compliance with Conscience: Own norms are aligned with Organizational
code of conduct & regulatory norms, consistently sets example by own
conduct, always checks on grey areas with relevant authority
Branch Manager - Wealth
Educational qualification:
Graduates with 7 to 10 years of relevant work experience
MBAs with 2 to 6 years of relevant work experience
Delhi
1.00
10.00