Job Purpose:
Job involves monitoring and addressing HNI clients Banking and Investment Requirements, use financial acumen and investment expertise to review a clients personal data, align clients need through superior service and thus helping clients reach their 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 by means of:
• Main deliverables are building and maintaining long term relationships, deepening relationship (growing relationship value) and growing revenues.
• Wealth Manager has to focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client retention.
• Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.
• Conduct risk profiling of all mapped clients for better advisory on investment needs.
• Wealth Manager should resolve queries of all mapped clients within TAT specified.
• Manage relationships to improve relationship value of existing customers.
Job Location: Kolkata, Bangalore, Chennai
Experience: 2 to 7 years.
Salary: INR 4,50,000 – 6,00,000 P.A
Qualifications: MBA / Graduate
Industry: Banking / Financial Services / Broking
Functional Area: Financial Services / Banking / Investments / Insurance
Role Category: Retail / Personal Banking
Role: Regional Manager
Company Profile
ICICI Bank, founded in 1954 and headquartered in Mumbai, is the 2nd largest bank in India by assets, and offers a wide range of banking products and financial services to corporate and retail customers. ICICI Bank has a network of 3,514 branches in India and a presence in 19 countries.
Contact Details
Recruiter Name: Anil Rathore
Find more details on ICICI Bank Vacancy 2014 – Wealth Manager and
Apply Online – For Kolkata Location
Apply Online – For Bangalore / Chennai Location