Pradeep Karadi

Wealth Manager @ICICI Bank

Pune, IN

Contribute to the growth of Privilege Banking Channel.• Increase the channel base through new customer acquisitions.• Investment and financial planning for HNI customers, understand customer’s financial needs, provide solutions and give high priority to customer satisfaction• Regular engagement with existing mapped customers and handle customers’ queries.• Dedicated point of contact for a set of affluent and mass affluent existing customers.• To deliver a high quality client service to these mapped customers.• Execute retention strategies to manage client relationships and increase product sales.• Achieve targets for Deposit and Revenue growth from the managed customer base.• Enhance customer retention through multiple product penetration of Loans, Forex, Investments, and Cards & Services.• Perform compliance, service, operations in branch and ensure all regulatory /statutory requirements (KYC, Money Laundering) are met.• Apply all standard checks and controls during every product sale, co-ordinate with other teams; Product/Operations/Technology/Compliance.• To be in close contact with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings