Sr RM - Global Private Clients - Bank (1-8 yrs)

Written by: MBA Jobs on Wednesday, 29 February 2012
Job Code: 48818
Location: Mumbai
 

Position Title: Relationship Manager/ Senior Relationship Manager (RM/ SRM)

Business Group: Global Private Clients (GPC)

* Qualification : CA / MBA from Tier1 Campus only

Purpose of the Job: The prime responsibility of the RM/SRM is to acquire and manage relationships with HNI clients who are of GPC profile. Customers who have a networth of Rs.5 crores and above (excluding their primary residence and other personal belongings like car, jewellery etc) are categorized as GPC profile customers. RM/ SRM would be required to acquire GPC profile customers and manage relationships with existing customers by providing them various investment products and services.

Location: Mumbai

Experience: 1 - 8 years

Key Deliverables

The objective of this job is to generate fee income by providing advise on various investment products to the customer. It shall include the following:

- Acquiring new to bank GPC profile customers through own and other client references

- Generate fee income by advising customers on various investment products and services

- Grow Assets under Advise (AUA) by developing and managing relationships with customers

- Seamless and superior service delivery on banking products like savings accounts and home/auto loans and credit cards

- Compliance with key regulatory and bank level requirements

Key skills:

- Relationship Management – Ability to engage with the customer on a variety of issues and areas of interest to the customer to gain a personal rapport with the customer.

- Market knowledge – Ability to engage with the customer on views on markets in general including outlook on equity markets, interest rates, inflation etc.

- Ability to effectively communicate the features of various products and convince the client to invest in the right product

Please send your resume to pooja.menghani@ext.icicibank.com

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