ICICI - Wealth Manager - HNI

Organization: ICICI BANK LTD

Position Title : Wealth Manager

Business Group : Wealth Management Group

Objective:

- To 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.

Key Deliverables :

- The objective of this job is to increase overall financial revenue being generated from the set of HNI accounts mapped with asset and liability targets.

- Main deliverables are building and maintaining long term relationships, deepening relationship (growing relationship value) and growing revenues

- 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)

- Providing seamless and superior service delivery

- Ensuring compliance with key regulatory and bank level requirements

- 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

- Ensuring regular availability of Research material and inputs to the client

- 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

- Ensure compliance through regular process checks and self-audit scores

Skills and Abilities :

- Regular updation of call reports in relevant system

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

- Mandatory certifications

- Managing relationships to improve relationship value of existing customers

Exp - 3 to 8 yrs

Qualification - Any Management.

CTC Offered: 5-7 lacs per annum

Location - All metros and tier 2 cities

To apply, please click below.