ICICI - Commercial Banking Specialist

Position Title: Commercial Banking Specialist

Location: Pan India

Grade: MM I/ MM II

Job Responsibilities:

- To increase overall financial revenue being generated from the set of HNI accounts by means of making recommendations to clients on ways to best manage their money, building a healthy GL book – CASA and
Fixed deposit, building a healthy asset base, seamless and superior service delivery, compliance with key regulatory and bank level requirements

- Providing coverage to the WMs mapped to him/her and the corresponding clients mapped to the WMs

- Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims

- Analysing information and preparing plans best suited to individual clients' requirements

- Providing clients with information on new and existing products and services to help them make informed decisions

- Promoting and selling financial products to meet given sales targets

- Keeping up to date with financial products and legislation

- Resolution of queries of all mapped clients within TAT specified

- Ensure compliance through regular process checks and self-audit scores

- Ensuring regular updation of call reports in relevant system

- Ensuring need based product approach towards clients and regular reporting of product penetration

Key Skills:

- Ability to research information from various sources and process the information to make informed decisions

- Ability to keep abreast of the latest compliance and regulatory norms, and ensure adherence to those norms in work practices

- Ability to build new relationships and manage relationships to improve relationship value of existing customers

Educational Qualification: Graduate/ MBA Full Time

Work Experience: 8 years and above experience

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