Job Description
Essential Services : Role & Location fungibility
At ICICI Bank, we believe in serving our customers beyond our role definition, product boundaries, and domain limitations through our philosophy of customer 360-degree. In essence, this captures our belief in serving the entire banking needs of our customers as One Bank, One Team. To achieve this, employees at ICICI Bank are expected to be role and location-fungible with the understanding that Banking is an essential service. The role descriptions give you an overview of the responsibilities, it is only directional and guiding in nature.
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 Managers 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 customers, 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.
• Behold our values : Offer products that are fair to our customers and fair to the bank.
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.
• 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
• Communication : Good oral and written communication skills.
About the Business group
ICICI Bank’s Private Banking Group (PBG) offers comprehensive investment solutions and services to high net worth individuals and Family offices across India and international geographies. We emphasize on our high quality investment management services along with leading banking and allied group capabilities.
Fulfilling the investment needs and aspirations of our clients is our constant endeavour. After extensive in-house research, the group’s handpicked product offerings help our customers achieve their goals. With the team of experts, group reviews various assets classes along with market and economic conditions to produce incisive insights. These house views, along with rigorous due diligence, help our team of Relationship Managers to suggest a range of products across asset classes. As the financial goals are unique, group creates a tailor-made investment strategy according to the needs of the customers. This is done based on a thorough understanding of financial needs and keeping customers’ investment attitude in mind. The group also offers advisory on Trust Services and Succession Planning. Family Office proposition aims to strengthen the governance structure in family owned businesses.
Thus, emphasis is on a holistic approach towards financial and business goals. The strategic collaboration with global product providers enables us to construct unique solutions. It allows us to complement our core competencies with world class, third party capabilities to deliver solutions to customer's specific needs.
At ICICI Bank, we believe in serving our customers beyond our role definition, product boundaries, and domain limitations through our philosophy of customer 360-degree. In essence, this captures our belief in serving the entire banking needs of our customers as One Bank, One Team. To achieve this, employees at ICICI Bank are expected to be role and location-fungible with the understanding that Banking is an essential service. The role descriptions give you an overview of the responsibilities, it is only directional and guiding in nature.
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 Managers 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 customers, 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.
• Behold our values : Offer products that are fair to our customers and fair to the bank.
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.
• 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
• Communication : Good oral and written communication skills.
About the Business group
ICICI Bank’s Private Banking Group (PBG) offers comprehensive investment solutions and services to high net worth individuals and Family offices across India and international geographies. We emphasize on our high quality investment management services along with leading banking and allied group capabilities.
Fulfilling the investment needs and aspirations of our clients is our constant endeavour. After extensive in-house research, the group’s handpicked product offerings help our customers achieve their goals. With the team of experts, group reviews various assets classes along with market and economic conditions to produce incisive insights. These house views, along with rigorous due diligence, help our team of Relationship Managers to suggest a range of products across asset classes. As the financial goals are unique, group creates a tailor-made investment strategy according to the needs of the customers. This is done based on a thorough understanding of financial needs and keeping customers’ investment attitude in mind. The group also offers advisory on Trust Services and Succession Planning. Family Office proposition aims to strengthen the governance structure in family owned businesses.
Thus, emphasis is on a holistic approach towards financial and business goals. The strategic collaboration with global product providers enables us to construct unique solutions. It allows us to complement our core competencies with world class, third party capabilities to deliver solutions to customer's specific needs.
💡 Quick Summary
Seeking a career-building opportunity? The RM - Private Banking position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.