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RM - Private Banking @ ICICI Bank

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 RM - Private Banking

Job Description

About the Role:
As a Relationship Manager in Private Banking Group, you would act as a core anchor in taking our banking solutions and services to our valuable customers comprising of high net worth Individuals, Family Offices and Institutions. This involves a 360-degree banking approach. The Relationship Manager should have an inclination to understand the customer needs and offer solutions in line with the needs that comprises of various asset classes and investment propositions.
The core philosophy to hold is being Fair to the Customer and Fair to the Bank. At ICICI Bank, our customer-centric relationship managers are responsible for acquiring new customer relationships and increasing the wallet share of existing customer relationships with a resolute focus on service quality and customer delight.
They collaborate and work with different internal teams, thereby offering the best-in-class customer service. In line with our philosophy of taking the entire bank to the customer, our relationship managers work on the whole suite of offerings like investment solutions covering equities, commodities, Mutual Funds, Insurance product amongst others. As a Relationship Manager, the focus is on ensuring the needs of the customers are covered through the customer-360 degree approach without any particular allegiance to product or domain.
Key Responsibilities:
  • Customer Service - Create service excellence by partnering with customers through their life cycle and offering suitable products and services based on their financial needs while being fair to the customer and fair to the bank in all engagements.
  • Business Development -Ensuring a growth in wallet share of existing customers and on boarding new customers by offering 360-degree banking solutions that meet the needs of our customers
  • Champion 360-degree banking -Offer products based on customer needs in collaboration with other internal teams in the bank for suitable product offerings.
  • Enhance the portfolio quality -Work towards enhancing customer portfolio within the philosophy of Fair to Bank, Fair to Customer.
  • Customized solutions -As per branch guidelines. Upkeep and maintaining of the branch. Ensure availability of necessary infrastructure in the branch.
  • Behold our values -Offer products that are fair to our customers and fair to the bank.
Key Qualifications & Skills:
  • Educational Qualification-MBA/PGDM with 2 years of experience/Graduates with 6 years in the area of relationship management, Business development or allied roles.
  • Communication-Good oral and written communication skills.
  • Synergize with Team-Willingness to work with various teams for on-ground support and deliver enablers as required.
  • Improvise-Develop and implement overarching sales and customer relationship strategy, sales processes and structure.
  • Market Sensing-Monitor and evaluate industry trends, customer drivers and potential partnerships

Job Classification

Industry: Banking
Functional Area / Department: BFSI, Investments & Trading
Role Category: Banking Operations
Role: Relationship Manager
Employement Type: Full time

Contact Details:

Company: ICICI Bank
Location(s): Mumbai

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Keyskills:   customer service business development sales relationship management mutual funds service quality private equity investment banking sales process mergers portfolio private banking family office financial modelling wealth management

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