Essential Services : Role & Location fungibility
At ICICI Bank, we believe in serving our customers beyond our role definition, product boundaries, and domain limitations through our philosophy of customer 360-degree. In essence, this captures our belief in serving the entire banking needs of our customers as One Bank, One Team. To achieve this, employees at ICICI Bank are expected to be role and location-fungible with the understanding that Banking is an essential service. The role descriptions give you an overview of the responsibilities, it is only directional and guiding in nature.
About the role
Relationship Manager - Custody, you will have the opportunity to offer the Bank's clearing & custody services through your interactions with senior fund managers of foreign and domestic funds, institutions, and family offices. In this role, you will be required to derive a clear understanding of the client's requirements and provide flexible solutions in collaboration with various business groups within the Bank. In line with our philosophy of offering 360-degree solutions to our clients, this role requires you to perform a comprehensive assessment of customers' needs in all engagements. This role also requires knowledge of evolving regulations with respect to investments/ capital markets space and providing suitable solutions to customers. A key responsibility is to work within the guardrails of risk and compliance while holding customer-centricity in all engagements.
Key Responsibilities
Process Orientation
Develop suitable process for the product and service offering in line with the requirement of the client. Ensure 360 degree assessment of the client.
Business Growth
Interact with senior fund managers of foreign and domestic funds, institutions, and family offices in offering clearing and custody services. Ensure the relationship values are improved with customer-centric engagements and offerings.
Client Advisory
Expected to have a good understanding of macroeconomic developments to be able to engage with clients and possess market intelligence to ensure compliance with AML requirements.
Customer Service
Create service excellence by partnering with customers through their life cycle and offer suitable products and services based on their financial needs while being fair to the customer and fair to the bank in all engagements.
Customised solutions
Collaborate with product specialists, subject matter experts, and credit and service teams to ensure right products are offered to the customer.
Behold our values
Offer products that are fair to our customers and fair to the bank.
Qualifications & Skills
Educational Qualification
MBA, Chartered Accountants, Engineers & Graduates with relevant work experience in the area of relationship management across industries.
Domain Knowledge
Knowledge on securities & custody services, AML compliance and relevant regulations.
Synergize with Team
Willingness to work with various teams for on-ground support and deliver enablers as required.
Improvise
Develop suitable process in-line with the requirements of the customer and the solution that is being offered.
Communication skill
Good oral and written communication skills.
Market Sensing
Monitor and evaluate industry trends, customer drivers and potential partnerships
Keyskills: Relationship management AML AML compliance Customer Service macroeconomic developments Banking custody services