ICICI Bank looking for Wealth Manager @ India

Company Name : ICICI Bank

Company Profile : ICICI Bank hires young graduates to join its dynamic front line Sales Force. The selected applicants are trained at ICICI Bank Sales Academy. This training ensures that the applicants are well equipped in Selling Skills, Product Knowledge and Rules and Regulations pertaining to the job responsibility. The Sales Academy is one-of-its kind in the world and confers on its participants a Certification in Retail Banking Sales Management. The details of the job responsibility and the Sales Academy are outlined below.

Post Name : Wealth Manager - Wealth Management Group

Qualifications :

Grade range : AMII to MMI

Experience : Min 8 years & Max 12 years

Job Locations : Kolkata, Delhi NCR, Chandigardh, Lucknow, Mumbai, Pune, Bengaluru, Chennai, Hyderabad 

Job Purpose :

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 by means of:

Main deliverables are building and maintaining long term relationships, deepening relationship (growing relationship value) and growing revenues

By 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)

By providing seamless and superior service delivery

By ensuring compliance with key regulatory and bank level requirements

Responsibilities :

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

Other Responsibilities :

Ensuring 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

Apply Details Click here :  (https://www.icicicareers.com/icici_career/requirementapply.aspx?ReqID=64730 )

Company Website : ICICI