Relationship Manager
ICICI Bank
Mumbai
11.2020 - Current
- 1) To Promote Banking and investment services to HNI (High Net Worth individual) customer, To service, manage and deepen client relationships, Responsible for managing the entire Banking and Financial needs of the customer as a Single Point of Contact from the Bank
- KEY DELIVERABLES:
- 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 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 contact ability at all times through updating 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 + Edit or add your own
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction
- Worked with clients to address and respond to client and partnership management issues
- Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance.
