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
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
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