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 :
thereby helping the client reach short term and long term investment goals
Key skills :
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