Relationship Manager
30d ago

Background : ICICI Bank Wealth Management offers banking andinvestment services to HNI (High Net Worth individual) customers of the bank.

s (RM) are mapped to Clients to service, manage and deepenclient relationships. The RM is responsible for managing the entire Banking andFinancial needs of the customer as a Single Point of Contact from the Bank.

Additionally, a Product Specialist such as Investment Specialist / BusinessBanking Specialist along with Client Service Manager form the entire serviceteam for each Client.

The entire Wealth Management Proposition iscurrently available in Top Cities in the Country.

Purpose of the Job : The position will be directly responsible forinterfacing and engaging with Clients on a day to day basis.

This positionrequires effective and efficient sourcing and processing of Investment productsrequirements of Clients such as Mutual Funds, Life Insurance, PMS, etc.

basisof their Risk profile. Similarly sourcing and servicing of Asset products suchas Mortgage, Auto loans, Loans against Shares, Credit Cards, etc.

Theposition will be responsible for ensuring all Banking and Financialrequirements of the Client are serviced on time and result in growth in Clientportfolio 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
  • Competencies

    Passion : Constantly raises the bar for self & team, has a strongexecution bias, takes initiatives even in the face of significant difficulties

    Customer First : Leverages every customer interaction as an opportunity to makean impact, consistently seeks to understand customer needs, is accessible andresponsive

    Compliance withConscience : Own norms are aligned withOrganizational code of conduct & regulatory norms, consistently setsexample by own conduct, always checks on grey areas with relevant authority

    Reports to : Branch Manager - Wealth

    Branch Manager - Wealth

    Educational qualification :

    Graduation / Post Graduation

    Min Exp (yrs) : 3.00

    Max Exp (yrs) : 6.00


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