Posted By
Posted in
Banking & Finance
Job Code
69721
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.
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Posted By
Posted in
Banking & Finance
Job Code
69721