• Checking supporting documents for compliance.

• Meet annual goals set by the Manager.
• Develop new and existing Relationships.
• Market a full range of Wealth Management products and services in a diversified manner to existing and new clients.
• Maintain communications with clients to assess their needs and risk profile,advise on appropriate investment mix.
• Cultivate and manage relationships with other areas of the bank to promote cross selling..
• Maintain good level of knowledge of the bank’s systems and regulatory environment
• Ensure Compliance with Bank’s Policies and regulatory requirements,in particular with regards to the KYC responsibilities and duties 

• Meet annual goals/budgets set by manager.
• Onboarding new clients.
• Market a full range of wealth management products and services in a diversified manner to existing and new clients.
• To maintain sales quality and compliance.
• Maintain good level of knowledge of the bank’s system and regulatory enviroment.

• Meeting and consulting with clients. assessing their needs and offering a tailored solutions. 
• Conducting in home presentations .Creating custom presentations for individual client needs. as well as  for product (off plan property sales)
• Discussing tailored financial solutions for individual clients. 
• processing loan application.Entering data into CRM software. 

• Managing client’s Investments and return expectations.
• Doing 3 monthly reviews of investment performance and advising clients of new developments in the markets and how it will effect them.
• Advising clients to hold or sell shares.
• Gaining new accounts through prospecting and referrals.
• Estate planning and Tax implications

• Financial and retirement planning for individuals focusing on capital preservation and holistic growth which is driven by cash flow analysis.
• Investment selection and management for individuals, trusts and companies.
• Externalisation of capital from South Africa to various other markets internationally.
• Investment structuring domestically and internationally – trusts, companies and various other juristic entities.
• Client growth and management.
• Reporting, feedback and analytics on performances of the various investments. 

• Working along with the team of Wealth department of ICICI Bank which includes the client base of high net worth individuals. 
• Handling of financial portfolio of HNI clients and managing their investments. 
• Evaluation of clients need and accordingly providing them with the Investment. 
• Pitching of the products like Mutual Funds, Insurance, Loans, Fixed Deposits etc to the clients according to their requirement. 
• Handling a base of 355 HNI clients. 

• Developing customer base and establishing long term relationship with an assigned clientele portfolio.
• Managing the total wealth of client by matching the financial and investment product solutions to their financial needs.
• promoting our premier service to potential customers,exploring their needs and making referrals to other business units where appropriate.
• Supporting branch improvement inititives providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance.