Job description : Investment Advisor (IA)  Reports to: Regional Head-Wealth   Job Role and Responsibilities:  - Source new current accounts  - Ensure that KYC (Know Your Customer) norms are met  - Determine the constitution of variant i.e., the type of enterprise and kinds of account like Limited Liability Partnership (LLP)  - Ensure that for every account sourced current documentation is complete from that particular account [account like Memorandum of Association (MOA) and Article of Association (AOA)]  - Facilitate the client on exports and imports  - Build a healthy GL book - Current Account and Fixed deposit  - Build 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  - Take balance sheet audit: Auditor's notes and profit & loss account of the entity as per the Indian Accounting rules  - Working Capital: To apply Maximum Permissible Bank Finance (MPBF) for assessment of the working capital to calculate the limit   - Receive collateral from client in form of security  - International Trade: Facilitate clients in exchanging of currency by completing the formats in terms of papers (which is mandatory as per the norms)  Deliverables:  - Ensure the collection of fee from Branch Operation Manager Commercial  - Maintain CASA float (Current Account-Savings Account) of High Net-Worth Individual (HNI) to avoid any risk like devaluation of properties (securities)  - Visit with Wealth Managers to their clients for joint calls  - Provide training and knowledge related to wealth markets to the Relationship Managers  Product/Customer Handled:  - Current Accounts, Trade and Forex products, business loans  - High Net worth/ Business Banking clients  Skills and Competencies:  - Ability to research information from various sources on Business Banking and process the information to make informed decisions  - Knowledge and understanding of 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 coach and train the wealth managers  Educational Qualifications: Graduates/ MBA  Location : Bangalore

Bangalore

ICICI Bank - Investment Advisor 

ICICI Bank - Investment Advisor  ,Job Description for ICICI Bank - Investment Advisor  in ICICI Bank Ltd. in  Bangalore for (3-13) years of experience. Apply Now!

Job Description for ICICI Bank - Investment Advisor  in ICICI Bank Ltd. in  Bangalore for (3-13) years of experience. Apply Now!