Relationship Manager - Private Banking Group

About Private Banking Group:

ICICI Bank Private Banking offers comprehensive investment solutions and services to high-net-worth individuals across India and international geographies.

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