Relationship Manager-ICICI BANK (1-3 Years)

Key Responsibilities

Portfolio Management & Relationship Building

Act as a dedicated financial advisor to a portfolio of High-Net-Worth Individual (HNI) and retail account holders.

Deepen existing client relationships by analyzing their financial goals, investment risk profile, and liquidity requirements.

Maintain regular contact through face-to-face meetings, financial check-ups, and proactive service management.

Revenue Generation & Product Cross-Selling

Drive revenue across key core product verticals, including CASA (Current & Savings Accounts), Fixed Deposits, and Wealth Management products.

Cross-sell third-party financial products, including Mutual Funds (AMFI/NISM products), Life Insurance, Health Insurance, and structured investments.

Asset product sourcing including credit cards, home loans, personal loans, and business banking credit solutions.

Client Acquisition & Business Expansion

Acquire new-to-bank (NTB) high-value individual and commercial clients through local field visits, personal network referrals, and digital leads.

Participate in local branch outreach activities and corporate payroll acquisition drives.

Compliance & Regulatory Adherence

Ensure all customer onboarding, financial transactions, and documentation strictly comply with KYC, AML (Anti-Money Laundering), and RBI regulations.

Adhere to internal bank audit standards and transparent sales practices.

Complete and maintain active mandatory regulatory certifications (NISM / IRDAI) as required for financial advisory roles.

• Experience

  1 - 3 Years

• No. of Openings

  1

• Education

  Graduate

• Role

  Banking Relationship Manager

• Industry Type

  Banking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face Interview Location

  Impact HR and KM Solutions Near Canada Corner Signal Ravi Chambers Basements Below Laminate Gallery, Nashik