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Job | Relationship Manager - Wealth Management

Job | Relationship Manager - Wealth Management ( Job Ref : PNXPL7284409 )

Mount Talent Consulting Private Limited

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Job Summary

Job Title:
Job | Relationship Manager - Wealth Management
Job Location:
Kolkata - West Bengal
Category :
Business Development / Sales
Banking / Financial Services / Broking
Work Type:
Full Time
Job Role:
Sales/BD Manager
Job Type:
Annual Salary:
Experience Required:
7-12 Years
Job Description
    PFB the JD for the same 

    hni, nri , casa, relationship manager, mutual funds, derivatives, preferred banking, equity Relationship 

    nager-Wealth [RM-Wealth] Position Title : Relationship Manager Reports to: Branch Manager-Wealth Management Group Business Group: WealthManagement, Retail Banking Group (RBG) 

    Background: ICICI Bank Wealth Management offers banking and investment services to HNI (High Net Worth inpidual) customers of the bank. Relationship Managers (RM) are mapped to Clients to service, manage and deepen client relationships. The RM is responsible for managing the entire Banking and Financial needs of the customer as a Single Point of Contact from the Bank. Additionally a Product Specialist such as Investment Specialist / Business Banking Specialist along with Client Service Manager form the entire service team for each Client. The entire WealthManagement Proposition is currently available in Top Cities in the Country. 

    Purpose of the Job: The position will be directly responsible for interfacing and engaging with Clients on a day to day basis. This position requires effective and efficient sourcing and processing of Investment products requirements of Clients such as Mutual Funds, Life Insurance, PMS, etc. basis of their Risk profile. Similarly sourcing and servicing of Asset products such as Mortgage, Auto loans, Loans against Shares, Credit Cards, etc. The position will be responsible for ensuring all Banking and Financial requirements of the Client are serviced on time and result in growth in Client portfolio and relationship with the Bank. 

    Key deliverables : Monitor and address HNI clients banking and Investment requirements Use financial acumen and investment expertise to review a clients personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals 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 and cross selling products as per the demographic, lifestyle and risk profiling Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile. 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 for all managed clients within TAT specified
View Contact Details

Contact Person Name: Jagandeep Singh

Contact Number:8826603311

E-mail ID-1:

Mount Talent Consulting Private Limited

Mount Talent Consulting Private Limited

Established in : 2007

A-22 2nd Floor, Sector – 04 Noida Noida, Uttar Pradesh - 201301, India

Website :

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