Relationship Manager-Wealth @ ICICI Bank

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Relationship Manager-Wealth

ICICI Bank
4 - 8 years
Chennai
7 years ago
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Job Description

Relationship Manager- Wealth Relationship Manager- Wealth
[RM- Wealth] Grade: DMII to MMI 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 Deliverables: Maintain and deepen the relationships with the customers Cross- sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements Ensure compliance as per the bank requirements Maintain regular contact with clients Skills and Competencies: Ability to analyze data Ability to use tools related to wealth products (such as- funds and investments, insurance and risk protection etc.) Maintaining external network i.e. to maintain contact with the customers Attitude to service clients by providing them smooth and superior service delivery Educational Qualifications Graduate
& Post Graduate with 4- 8 Years work experience.

Job Classification

Industry: Banking, Financial Services, Broking
Functional Area: Financial Services, Banking, Investments, Insurance,
Role Category: Retail/Personal Banking
Role: Retail/Personal Banking
Employement Type: Full time

Education

Under Graduation: Any Graduate in Any Specialization
Post Graduation: MBA/PGDM in Any Specialization
Doctorate: Any Doctorate in Any Specialization, Doctorate Not Required

Contact Details:

Company: ICICI Bank
Location(s): Chennai

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Keyskills: Service delivery Usage Wealth management Networking Compliance Relationship Banking MMI Management

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Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

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ICICI Bank

ICICI Bank Ltd ICICI Bank Ltd

Relationship Manager-Wealth @ ICICI Bank

Home > Retail / Personal Banking