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Case Details

Case Code: FINC128
Case Length: 9 Pages 
Period: 2014-2017    
Pub Date: 2017
Teaching Note: Available
Price:Rs.300
Organization : ICICI Bank
Industry : Financial Services
Countries : India
Themes:  Wealth Management 
Case Studies  
Business Strategy
Marketing
Finance
Human Resource Management
IT and Systems
Operations
Economics
Leadership & Entrepreneurship

Wealth Management Services at ICICI Bank

 

ABSTRACT

 
One of the leading private banks in India, ICICI Bank, has been offering wealth management services to its targeted High Net-worth Individuals since the mid-2000s. This case study focuses on the prevailing wealth management scenario at the global and domestic level and the wealth management products and services offered by ICICI Bank. It provides the scope to discuss the challenges ICICI Bank is likely to face in the wealth management service design and the steps it could follow to improve the quality of the services.
 
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Issues

The case is structured to achieve the following teaching objectives:
  • Apply the basic principles of service design in designing and delivering banking services and products.
  • Analyze the composition of wealth management services offered by a bank.
  • Analyze the delivery process of wealth management services.
Contents
INTRODUCTION
HNI GROWTH – GLOBAL VS. INDIA
HNI INVESTMENT TRENDS
WM SERVICES AT ICICI
EMERGING TRENDS AND CHALLENGES
EXHIBITS

Keywords

Wealth Management,High Net Worth Individuals,Financial Planning,Wealth Management Process,Services Design,Services Quality,Global Wealth,Wealth Report,Wealth Management Trends,Financial Services

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