Job Title: Wealth Manager  Business Group: Wealth Management Group  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:  Primary 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

Chandigarh

Punjab

Others

ICICI Bank - Wealth Manager - HNI 

ICICI Bank - Wealth Manager - HNI  ,Job Description for ICICI Bank - Wealth Manager - HNI  in ICICI Bank Ltd. in  Chandigarh Punjab Others for (1-4) years of experience. Apply Now!

Job Description for ICICI Bank - Wealth Manager - HNI  in ICICI Bank Ltd. in  Chandigarh Punjab Others for (1-4) years of experience. Apply Now!