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November 12th, 2012, 01:40 PM
Post Count Number #1
www.icicibank.com Recruitment 2012 ICICI Bank : Wealth Manager, Fresh Chartered Accountant, Privilege Banker
Name of the organisation : ICICI Bank (icicibank.com)
Name of the post : Recruitment for Wealth Manager, Fresh Chartered Accountant, Privilege Banker in 2012
Reference Number : --
https://www.icicicareers.com/icici_career/home.aspx
Home Page : http://www.icicibank.com/
Previous related threads for ICICI :
1) Sales Officer
2) Phone Banking Officer, Domestic International Process
3) Probationary Officer
4) Branch Operation Manager
Openings for Fresh Chartered Accountants
Location : Across India.
Experience : Min 0 years & Max 8 years
Opening for Wealth Managers
Job Purpose :
Monitor and address HNI clients’ banking and Investment requirements, use financial acumen and investment expertise to review a client’s personal data, align clients’ need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals.
Key Deliverables :
The objective of this job is to increase overall financial revenue being generated from the set of HNI accounts mapped with asset and liability targets by means of:
Main deliverables are building and maintaining long term relationships, deepening relationship (growing relationship value) and growing revenues
By reaching out to all mapped clients on a periodic basis (defined) and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling)
By providing seamless and superior service delivery
By ensuring compliance with key regulatory and bank level requirements
Responsibilities :
Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
Achievement of product-wise targets
Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.
Ensuring regular availability of Research material and inputs to the client
Conduct risk profiling of all mapped clients for better advisory on investment needs
Ensuring client contactability at all times through updation of latest contact details in all necessary systems
Regular contact with all mapped clients through weekly / monthly calls
Resolution of queries of all mapped clients within TAT specified
Ensure compliance through regular process checks and self-audit scores
Other Responsibilities :
Ensuring regular updation of call reports in relevant system
Ensuring need based product approach towards clients and regular reporting of product penetration
Mandatory certifications
Managing relationships to improve relationship value of existing customers
Qualifications :
Grade range : AMII to MMI
Experience : Min 8 years & Max 12 years
Job Locations : Kolkata, Delhi NCR, Chandigardh, Lucknow, Mumbai, Pune, Bengaluru, Chennai, Hyderabad
Opening for Senior Privilege Bankers
Key Deliverables :
Senior Privilege Banker would be responsible for achieving the monthly sales targets, assigned to the team for various products and services offered by ICICI Bank.
Cross sell new product and service opportunities for boh new as well as existing Privilege Banking customers.
Market mapping, customer mapping, competitor mapping in the geography assigned.
Proactively identify sales prospects and do business development activities of privilege banking customers
Coordinate with internal teams to accomplish the task assigned.
Proactively resolve customer queries/issues in order to achieve highest customer satisfaction.
Key Skills :
Good communication
Ability to build and maintain relationships with new and existing customers
Ability to engage with people in a convincing manner
Ability to generate ideas which can help him/her and the team to achieve the targets assigned.
Drive and passion for results
Job Description :
Senior Privilege Banker will report to the Branch Manager and will be a leading a team of 7 Privilege Bankers in the branch. He/She will have dual responsibility i.e. will have his/her self goal (including mapped customers) as well as will be responsible for the performance of the PB’s mapped to him.
Qualifications :
Graduate : MBA/Graduate
Experience : Min 2 years & Max 8 years
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November 12th, 2012, 01:57 PM
Post Count Number #2
How can I apply for Chartered Accountant? Please provide the link for the same.
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January 21st, 2013, 09:45 AM
Post Count Number #3
CURRICULUM VITAE
ANURADHA MITTAL
Date of Birth : 15th June, 1987
Nationality : Indian
Sex and Marital status : , Unmarried
Extra Curricular : Volley ball, Badminton, Swimming, Aerobics
OBJECTIVE :
Attaining high profile skills in finance and management
DEMOGRAPHIC INFORMATION
Personal Data :
District- Mohali
Panjab India
Email : caanuradhamittal AT gmail.com
Academic Record :
Degree University/ Institute Year of passing Division Remarks
CA-Final ICAI 2012 NA Exemption in Indirect Tax
CA-PE II ICAI 2007 NA Exemption in Tax & Accounts
CA-PE I ICAI 2005 NA PASS
B.Com Panjab University 2007 First (76%) PASS
12th CBSE BOARD 2004 First (87%) PASS (Topper of the commerce stream in the school)
Work experience :
1. Done the Computer training course from Aptech Chandigarh as recommended by Institute of Chartered Accountants of India.
2. Done the certified course of General Management & Communication Skills as recommended by ICAI.
3. Completed the three year Articled Service as recommended by ICAI started from 24-7-07 to 23-7-10. Completed the article Service from Sanjay Arora & Associates from 24-7-07 to 10-4-08 and from Balwinder Associates from 11-4-08 to 23-07-2010 at chandigarh.
Achievements :
1st position holder in Commerce stream in 12th standard
Qualified CA Final exam
Computer Skill :
Microsoft window XP, MS Excel, Internet and email, Microsoft Word, Powerpoint, Outlook Express.
Carrier profile :
- Detail oriented, efficient and organized professional with extensive experience in accounting system. Accounting system involves reconciliation work, profit & loss account and balance sheet preparation.
- Auditing work and taxation matters.
- Done the monthly & quarterly concurrent bank audit in CANARA BANK at Chandigarh.
- Done internal audit in MAHINDRA AGENCY at panchkula.
- Possess strong analytical and problem solving skills with the ability to make well thought out decisions.
- Excellent written and verbal communication skills.
- Highly trustworthy, discreet and ethical.
- Capable. in the completion of projects, effective at multi-tasking.
- Presently working in CA Firm (Goyal A Kumar & Company) at Chandigarh.