Preferred Banking Manager @ ICICI Bank

Job Description

Designation: Preferred Relationship Manager Responsibilities Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Insignia Clients. Acquiring and managing both business, individual (resident and NRI) clients. Increase product penetration and exit barriers, by cross- selling more number of products per client. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. Work in close coordination with Client Experience Manager's to deliver superior service to clients. Ensuring adherence to Compliance processes and guidelines. Reduce rejection. rates and improve quality of documentation. Ensuring 360 client engagement "Total Client Ownership

Employement Category:

Employement Type: Full time
Industry: Others
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Preferred Banking Manager

+ View Contact

Keyskills:   Cross Selling Business Banking Insurance Investments Retail Assets Portfolio Management Wealth Products Trade Forex Financial Checkups Compliance Processes