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14/11 Sheetal Ravi

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ICICI Bank - Relationship Manager - Wealth (3-10 yrs)

Mumbai/Navi Mumbai Job Code: 764794

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

Women-friendly workplace:

Maternity and Paternity Benefits

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