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Relationship Manager Wealth

Keywords / Skills : Relationship Manager, Mutual Funds, Wealth management, Wealth, HNI Relationship Manager

4 - 8 years
Posted: 2019-03-06

Job Description
Relationship Manager Wealth: Job Description

Background: ICICI Bank Wealth Management offers banking and investment services to HNI (High Net Worth Individual) customers of the Bank. The Relationship Manager is responsible for managing the entire banking and financial needs of the customer.

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 such as Mutual Funds, Life Insurance, PMS, etc. basis their risk profiles; and asset products like Mortgage, Auto Loans, Loans against Shares, Credit Cards, etc. 

Reports to:

Branch Manager – Wealth  

Key deliverables:

• Monitor and address HNI clients’ banking and investment requirements

• Use financial acumen and investment expertise to review a client’s profile. Align clients’ needs through superior service and 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

• Ensure client contactability at all times through updation of latest contact details in all necessary systems. Ensure regular contact with all mapped clients through weekly / monthly calls

• Ensure resolution of queries for all managed clients within the specified TAT

Key skills:

• Ability to manage relationships to improve value of existing clients

• Aptitude towards delivering high quality customer service with good organizational and interpersonal skills

• Decision making skills with strong sense of ownership and ability to work under pressure

• Ensure compliance with key regulatory and bank level requirements


Passion: Constantly raises the bar for self & team, has a strong execution bias, takes initiatives even in the face of significant difficulties

Customer First: Leverages every customer interaction as an opportunity to make an impact, consistently seeks to understand customer needs, is accessible and responsive

Compliance with Conscience: Own norms are aligned with organizational code of conduct & regulatory norms, consistently sets example by own conduct, always checks on grey areas with relevant authority


Graduate/ Post Graduate

About Company

ICICI Bank Limited (Industrial Credit and Investment Corporation of India) is an Indian multinational banking and financial services company headquartered in Mumbai, Maharashtra with its registered office in Vadodara, Gujarat. In 2014, it was the second largest bank in India in terms of assets and third in term of market capitalisation. It offers a wide range of banking products and financial services for corporate and retail customers through a variety of delivery channels and specialised subsidiaries in the areas of investment banking, life, non-life insurance, venture capital and asset management. The bank currently has a network of 4867 branches and 14417 ATMs across India and has a presence in 17 countries including India.
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