Private Wealth RM

1. Responsible for New Client Acquisition and Inactive client activation from existing portfolio

2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team.

3. Manage the existing clients and build AUM.

4. Responsible for Client and distribution servicing & active involvment in hand holding the transactions with the new and existing clients.

5. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business

6. Expand Market Share from both new and existing clients and responsible for servicing.

7. Responsible for up-sell & cross sell across asset classes to both Corporates & its Promoters.

8. Responsible for Cross Sell Initiative with ICICI Group Synergy activity.

9. Activating i online Accounts for corporates.

10. Active networking with clients, competition and distributors to get market information.

11. Timely information on the products to distributors.