Business Banking Advisor / Investment Advisor- Wealth Management Group  Location: Bangalore  Job Responsibilities:  - Advising clients on products and services available on Business Banking, ensuring they are aware of and understand those that best meet their needs, and then securing a sale.  - To increase the overall financial revenue being generated from the set of clients mapped/acquired along with Current Accounts, Trade & Forex and Business Loans targets by means of making recommendations to clients on best suitable products/services (existing as well as new) as per their business requirement.  - Building a healthy GL book – Current Account and Fixed deposit; building a healthy asset base – Secured and unsecured loans; seamless and superior service delivery, compliance with key regulatory and bank level requirements; achieving the target set on Current Accounts, Trade/Forex and Business Loans.  - Providing coverage to the Wealth Relationship Managers (WMs) mapped to him/her and the corresponding clients mapped to the WMs.  - Conducting in-depth reviews of clients’ Business based on existing Financial Profiler by analysing information and preparing plans best suited to clients' requirements.  - Designing financial strategies and structure the offering in a cost-effective manner.  - Promoting and selling Business Banking products to meet given sales targets.  - Resolution of queries of all mapped clients within TAT specified.  - Ensuring regular updating of call reports in relevant system.  - Ensuring need based product approach towards clients and regular reporting of product penetration.  Key Skills:  - Ability to research information from various sources on Business Banking and process the information to make informed decisions.  - Ability to Keep abreast with Business Banking products and legislation.  - Ability to ensure compliance through regular process checks and self-audit scores.  - Managing relationships to improve relationship value of existing customers.  - Ability to train coach and train the wealth managers.

Bangalore

ICICI Bank - Investment Advisor/Business Banking Advisor   

ICICI Bank - Investment Advisor/Business Banking Advisor    ,Job Description for ICICI Bank - Investment Advisor/Business Banking Advisor    in ICICI Bank Ltd. in  Bangalore for (12-16) years of experience. Apply Now!

Job Description for ICICI Bank - Investment Advisor/Business Banking Advisor    in ICICI Bank Ltd. in  Bangalore for (12-16) years of experience. Apply Now!