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Roles and Responsibilities

Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to grow liabilities, investment products, and other business segments.
Identify new opportunities through referrals, networking, and market research to expand the customer base.
Develop a deep understanding of clients' financial goals and objectives to provide tailored solutions.
Collaborate with internal teams to resolve client queries and issues promptly.
Stay updated on industry trends, regulations, and competitor activity to maintain expertise.

Desired Candidate Profile

2-10 years of experience in wealth management or related fields such as portfolio management, mutual funds sales, HNI banking, etc.
Strong knowledge of Casa, C-arm, Elite, Preferred Banking, Priority Banking, Retail Banking, Trade & Forex services offered by ICICI Bank.
Excellent communication skills for effective relationship building with high net worth individuals.

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