Wealth Manager - Wealth Management GroupMumbai

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  • CategoryBanking
  • Sub CategoryManager
  • LocationMumbai
  • CompanyICICI Bank
  • Posted date on our Website02 June 2015
  • Expiration Date02 July 2015

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Here are the details of Wealth Manager - Wealth Management Group job in ICICI Bank. This job or placement paper has been sourced from either company website or newspaper or other media and from students who appeared for this job. User is requested to verify the data before applying for the job.

Job Purpose:-

    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.

Key Deliverables:-

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:

    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


    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
    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

Other Responsibilities:-

    Ensuring regular updation of call reports in relevant system
    Ensuring need based product approach towards clients and regular reporting of product penetration
    Mandatory certifications
    Managing relationships to improve relationship value of existing customers


    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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About ICICI Bank:-

ICICI Bank is India's second-largest bank with total assets of Rs. 3,634.00 billion (US$ 81 billion) at March 31, 2010 and profit after tax Rs. 40.25 billion (US$ 896 million) for the year ended March 31, 2010. The Bank has a network of 2,510 branches and 5,808 ATMs in India, and has a presence in 19 countries, including India. ICICI Bank offers a wide range of banking products and financial services to corporate and retail customers through a variety of delivery channels and through its specialised subsidiaries in the areas of investment banking, life and non-life insurance, venture capital and asset management.

Working at ICICI Bank - Why Should i Join ICICI Bank?:-

ICICI Bank is the right place for you. It has a wide range of opportunities for experienced professionals to apply their skills and grow professionally.

Selection Process:-

At ICICI Bank, the selection process aims at getting applicants who are likely to succeed at various roles in the Bank. The endeavour is to select people who have a high service orientation, are passionate about their career goals, and who display integrity and ethics in all engagements.

Depending on the level of recruitment, the selection process consists of following combinations:

    * Aptitude Tests
    * Group Discussion
    * Psychometric Profiling
    * Personal Interview

Contact Details:

Centre for Human Resources
ICICI Bank Limited
HRMG, 6th Floor,
Trans Trade Center,
Near. Floral Deck Plaza,
SEEPZ, MIDC, Andheri (E),
Mumbai - 400 093
Tel: (022) 2653 1414


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