Relationship Manager - Private Banking

Overview

At ICICI Bank, we embody a philosophy of comprehensive customer service known as 'customer 360-degree', transcending traditional role definitions and product boundaries. Employees are expected to exhibit flexibility across roles and locations, emphasizing that banking is an essential service. This job overview sets a directional guide for your responsibilities.

Role Summary

As a Relationship Manager within the Private Banking Group, your primary role centers on managing banking solutions and services for High Net Worth Individuals, Family Offices, and Institutional clients. This encompasses a holistic 360-degree banking approach. Your focus will be understanding customer needs deeply and providing appropriate solutions spanning various asset classes and investment offerings while adhering to the principle of being “Fair to the Customer and Fair to the Bank”. You will spearhead both acquiring new clients and expanding the wallet share of existing clients, all with an emphasis on exceptional service and customer satisfaction.

Key Responsibilities

• Deliver outstanding customer service throughout the client lifecycle, recommending financial products and services that align with client requirements, maintaining fairness to both customer and bank.
• Drive business growth by increasing the wallet share of current customers and onboarding new clients through comprehensive 360-degree banking solutions.
• Collaborate internally to offer suitable product combinations leveraging the entire bank’s suite.
• Enhance the quality of your client portfolio, ensuring adherence to fairness principles.
• Provide tailored financial solutions in accordance with branch policies and maintain branch infrastructure to ensure operational readiness.
• Promote products that uphold the bank’s values of fairness and integrity.

Qualifications and Skills

• Educational qualifications include MBA/PGDM with a minimum of 2 years experience or graduates with at least 6 years in relationship management, business development, or similar roles.
• Ability and willingness to collaborate with cross-functional teams to support and implement required initiatives.
• Competency in developing and executing sales and customer relationship strategies, including improving sales processes and organizational structures.
• Ability to monitor and analyze industry trends, customer behavior, and potential strategic partnerships.
• Strong oral and written communication skills are essential.

About the Business Group

The Private Banking Group (PBG) at ICICI Bank specializes in providing comprehensive investment and banking services to high net worth individuals and family offices nationally and globally. The group is committed to high-quality investment management supported by expert research and due diligence. Tailored investment strategies are created to meet customers’ unique financial aspirations and risk profiles. Services also include advisory for Trust Services and Succession Planning, with an emphasis on holistic financial and business objectives. Strategic partnerships with global providers augment the group's capabilities, enabling unique and customized client solutions.

Additional Information

Employees are expected to remain flexible regarding role assignments and work locations as banking is a critical service.