Relationship Manager - Wealth

Hyderabad, India | Icici Bank

  • Industry:
    Banking / Investment Banking
  • Position Type:
    Full-Time
  • Functions:
    Business Development
    Financial Services Professional
  • Experience:
    5-7 years
    7-10 years
Job Description:
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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.