Relationship Manager
icici bank
4d ago
  • Wealth RM-Wealth
  • Grade : DMII to MMI

    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

  • Graduate& Post Graduate with 4-8 Years work experience.
  • Min Exp (yrs) : 4.00

    Max Exp (yrs) : 8.00


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