Wealth Manager -
Wealth Management Group
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Job Purpose:
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Monitor and address
HNI clients’ banking and Investment requirements, use financial acumen and
investment expertise to review a client’s personal data, align clients’ need
through superior service, seamlessly align service delivery for enhanced
experience; thereby helping the client to reach his short term and long term
investment goals.
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Key
Deliverables:
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The objective of this
job is to increase overall financial revenue being generated from the set of
HNI accounts mapped with asset and liability targets by means of:
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Main deliverables are building and maintaining long term
relationships, deepening relationship (growing relationship value) and
growing revenues
·
By reaching out to all mapped clients on a periodic basis
(defined) and cross selling as many products as possible (as per the
demographic, lifestyle and risk profiling)
·
By providing seamless and superior service delivery
·
By ensuring compliance with key regulatory and bank level requirements
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Responsibilities:
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Focus on business
development across liabilities, assets & fee to sustain and achieve
growth in relationship value, revenues & improved client stickiness
·
Achievement of
product-wise targets
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Formulate outbound and
inbound sales plan to acquire new HNI customers for increasing customer base
of the portfolio.
·
Ensuring regular
availability of Research material and inputs to the client
·
Conduct risk profiling
of all mapped clients for better advisory on investment needs
·
Ensuring client
contactability at all times through updation of latest contact details in all
necessary systems
·
Regular contact with
all mapped clients through weekly / monthly calls
·
Resolution of queries
of all mapped clients within TAT specified
·
Ensure compliance through
regular process checks and self-audit scores
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Other Responsibilities
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Ensuring regular
updation of call reports in relevant system
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Ensuring need based
product approach towards clients and regular reporting of product penetration
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Mandatory certifications
·
Managing relationships
to improve relationship value of existing customers
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Qualifications:
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Grade range: AMII to MMI
·
Experience: Min 8 years & Max
12 years
·
Job Locations: Kolkata, Delhi NCR, Chandigardh, Lucknow, Mumbai, Pune,
Bengaluru, Chennai, Hyderabad
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Click Here for
details https://www.icicicareers.com/icici_career/requirementapply.aspx?
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Click here to apply https://www.icicicareers.com/icici_career/requirementapply.aspx
ICICI Bank hires young
graduates to join its dynamic front line Sales Force. The selected applicants
are trained at ICICI Bank Sales Academy. This training ensures that the
applicants are well equipped in Selling Skills, Product Knowledge and Rules
and Regulations pertaining to the job responsibility. The Sales Academy is
one-of-its kind in the world and confers on its participants a Certification
in Sales Management. The details of the job responsibility and the Sales Academy
are outlined below.
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Education: Graduates in any stream (Engineers & MBAs
ineligible)
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Age: 20 to 26 years
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Job
Responsibilities:
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·
Responsible for
achieving the monthly sales targets, assigned to him/her, for various
products and services offered by ICICI Bank.
·
Cross sell new product
and service opportunities.
·
Market mapping,
customer mapping, competitor mapping in the geography assigned.
·
Proactively identify
sales prospects and do business development activities in the geography
assigned.
·
Follow up on new leads
and referrals to generate business.
·
Follow the various
internal guidelines and procedures of the bank.
·
Ensure customer
satisfaction.
·
Resolve customer
queries/issues.
·
Maintain periodic
status reports, including daily activity report and calls/follow-ups made.
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ICICI
Bank Sales Academy
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ICICI Bank Sales
Academy offers a Certification in Sales Management. The program has been
designed to attract bright young graduates who want to build a career in
sales function. The course curriculum has been designed by ICICI Bank to
groom the aspirants for taking over the front line sales function in the
Bank. All the candidates trained at the ICICI Bank Sales Academy join the
sales force of the bank.
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