Wealth Management
Mumbai Area, India
ICICI Wealth Management- Managing assets worth 90 Cr (AUM) for HNI clients- Developing/maintaining existing relationships and acquiring new clients (Personal Banking and Business Banking)- Delivering end to end banking services by liasoning with various product departments (Credit Risk, BLG, LAS, LAP, Mortgage, Property Search, TASC, Forex, CA/SA/NRI account teams, PL, Auto Loan, Credit Cards)- Segmenting clients and subsequent targeting of various financial products (Portfolio Management Services, Mutual Funds, General Insurance, Life Insurance and Alternate Equity/Debt Assets)- Customised investment advisory to clients based on their risk profile, lifecycle and financial profile- Proactive management of Customer portfolios inline with market movements and customer requirements- Rekindling relationships with inactive clients by rebalancing and optimizing existing portfolios- Analytics for Asset Allocation using proprietory analytical tools like Integra and Finacle - Activating clients across various products to increase revenues and develop stickiness- Participant of Digital India Campaign by introducing clients to various platforms like IMobile, IWealth, Pockets, UPI and Invest Online- Maintaining high levels of operational integrity, client confidentiality and compliance with key regulatory framework by ensuring awareness and adherence to policies like Know Your Customer, Anti Money Laundering, Mis- Selling, Information Protection, Operational Risk and Code of Conduct- Suggesting innovative product bundles to the product team based on customer interaction