Relationship Manager-Wealth [RM-Wealth] Reports to: Branch Manager-Wealth Management Group Job Role and Responsibilities: - To ensure more wallet share to the customers to avoid devaluation of securities - To do the entire primary banking from approaching a customer to filling AOF i.e., Account Opening Form and vice versa(Primary bankers have 200 clients) - Managing relationship to improve relationship value of existing customers - Ensuring products the customers according to their requirements Relationship Manager-NRI Key deliverables: - Monitor and address NRI clients banking and Investment requirements - Use financial acumen and investment expertise to review an NRI clients personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals - 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 and cross selling products as per the demographic, lifestyle and risk profiling - Formulate outbound and inbound sales plan to acquire new NRI Clients for increasing customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - 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 for all managed clients within TAT specified

Mumbai

Navi Mumbai

ICICI Bank - Relationship Manager - Wealth 

ICICI Bank - Relationship Manager - Wealth  ,Job Description for ICICI Bank - Relationship Manager - Wealth  in ICICI in  Mumbai Navi Mumbai for (3-10) years of experience. Apply Now!

Job Description for ICICI Bank - Relationship Manager - Wealth  in ICICI in  Mumbai Navi Mumbai for (3-10) years of experience. Apply Now!