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
