Relationship Manager, Private Banking
ICICI Bank
About the Role
As a Relationship Manager in the Private Banking Group, you will be a core anchor for delivering banking solutions and services to High Net Worth Individuals, Family Offices, and Institutions. This role involves a 360-degree banking approach, understanding customer needs, and offering solutions across various asset classes and investment propositions. The core philosophy is to be “Fair to the Customer and Fair to the Bank”.
Key Responsibilities
- Customer Service: Create service excellence by partnering with customers throughout their lifecycle, offering suitable products and services based on their financial needs, while maintaining fairness to both the customer and the bank.
- Business Development: Drive growth in wallet share for existing customers and acquire new customers by offering 360-degree banking solutions.
- Champion 360-degree banking: Offer products based on customer needs in collaboration with internal teams.
- Enhance Portfolio Quality: Work towards enhancing customer portfolios in line with the “Fair to Bank, Fair to Customer” philosophy.
- Customised Solutions: Provide solutions as per branch guidelines.
- Branch Upkeep: Maintain the branch and ensure necessary infrastructure is available.
- Uphold Values: Offer products that are fair to customers and the bank.
Requirements & Tech Stack
- Relationship Management
- Business Development
- Investment Solutions (covering equities, commodities, Mutual Funds, Insurance)
- Sales Strategy Development & Implementation
- Customer Relationship Strategy Development & Implementation
- Market Sensing (monitoring industry trends, customer drivers, potential partnerships)
- Communication Skills (Good oral and written)
- Synergy with Teams (Willingness to work with various teams for on-ground support)
Qualifications
- Educational Qualification: MBA/PGDM with 2 years of experience OR Graduates with 6 years of experience in relationship management, business development, or allied roles.
- Understanding of customer needs and offering appropriate solutions.
- Ability to collaborate with internal teams.
About the Business Group
ICICI Bank’s Private Banking Group (PBG) provides comprehensive investment solutions and services to high net worth individuals and Family Offices. PBG emphasizes high-quality investment management services, alongside leading banking and allied group capabilities, to fulfill clients' investment needs and aspirations. The group reviews various asset classes and market conditions to provide insights, and uses rigorous due diligence to suggest a range of products. PBG also offers advisory on Trust Services and Succession Planning, with a holistic approach towards financial and business goals for Family Offices. Strategic collaboration with global product providers allows for unique, customized solutions.