Relationship Manager - Private Banking Group

Published date: 2024/01/10
  • Location: Mumbai, Maharashtra, India
Location : PAN India

About

Private Banking Group:

ICICI Bank

Private Banking offers comprehensive investment solutions and services to high

net worth individuals across India and international geographies. We emphasize

on our high quality investment management services along with leading banking

and group capabilities.

Fulfilling

your investment needs and aspirations is our constant endeavor. After

extensive in-house research, we have handpicked our product offerings to help

you achieve your goals. Our views on markets and asset classes are backed by

incisive insights by a team of experts. These house views, along with rigorous

due diligence, help our team of specialists to suggest a range of products

across asset classes. As your financial goals are unique, we create a

tailor-made investment strategy for you. This is done based on a thorough

understanding of your financial needs and keeping your investment attitude in

mind.

We have the

expertise to assist you in organizing your assets and transfer of ownership to

heirs through Trust Services and Succession Planning.

Our Family

Office proposition aims to strengthen the governance structure in family

owned businesses.

Thus, our

emphasis is on a holistic approach towards your financial and business goals.

Our strategic collaboration with global product providers enables us to

construct unique solutions for you. It allows us to complement our core

competencies with world class, third party capabilities to deliver solutions to

your specific needs.

Job

Description – Relationship Manager

Engaging with

customers to enrich the relationships and garner higher wallet share of the

client through our 360-degree banking approach

Ensure

coverage of all relationships through customer engagements and risk profiling

Offer

products based on customer needs while collaborating with other teams in the

bank for suitable product offerings

Acquire new

customers through converting referral leads

Provide

complete and comprehensive information on products, services, charges etc.

proactively to the customer and ensure best services are provided to them

Collaborate

with product specialists, subject matter experts, and credit and service teams

to ensure structured and customized solutions

Suggest

products that are fair to our customers and fair to the bank

Having

relevant experience in financial services industry

Proven

people, business and client relationship handling skills

Ability to

engage with high net worth individuals

Ability to

understand, anticipate and react to competitive market requirements, industry

opportunities and constraints

Education

Qualification:

Graduates

with minimum 6 years of experience

Post

Graduates with minimum 2 years of experience
Company Name: ICICI Bank

Apply

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