The posting
- The role of the Private Banking Relationship Manager (RM) is to understand client requirements across Non Resident Indian (NRI) customer base, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios
- Acquire High Net-worth Clients & mine existing relationships across NRI customer base
- Facilitate FCNR/ Indian Rupee (INR) deposits as per the applicable product framework as part of overall asset allocation
- Provide appropriate investment advise to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes
- Conducting financial need mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs
- Construction of customized portfolio proposals for clients through allocation of client funds into products across debt, equity and other asset classes
- Active review and re-balancing of client's AUM through timely buy/ sell/ hold calls triggered by clients' preferred or recommended allocation
- Responsible for striving towards the AUM Growth & Revenue generation from the relationships with ICICI Bank Private Banking - Singapore
- Responsible for ensuring regulatory compliance as laid down by relevant teams/ authorities at all times
- To have a keen understanding and full awareness of, and adherence to, in-country regulatory framework, rules of engagement in the sales and marketing of investment
- Any other relevant task as assigned by Reporting Manager
Job Requirements:
- Candidate should have 3+ years of relevant banking experience
- Customer Relationship Management skills
- Knowledge of Financial Markets & Products (eg: Bonds, Equities, FX, etc.)
- Knowledge and understanding of Indian banking landscape, India market and macroenvironment
- CACS 1, CACS 2 and RES1B required



