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This week, my RM opened another account for Wealth.Is it?
Bro no need to close old account!!This week, my RM opened another account for Wealth.
I already have a preferred banking account with ICICI. My requirement was to upgrade my Debit card, on my request she said it's better to upgrade my account to Wealth. To upgrade the existing account. she asked me to fund my account above 25L or I can open another account with just 10L. All the details phone, email, and address will be the same. Once the wealth account is opened I can close the old account or that too might be upgraded if I keep it.
Today, I received the user ID via email but can't generate the password. I am waiting for the welcome KIT. will update here how it goes.
15 crs of liquid aumWhat is NRV required for private banking?
my whole family has wealth select and i wanted to open another wealth account for some reason.This week, my RM opened another account for Wealth.
I already have a preferred banking account with ICICI. My requirement was to upgrade my Debit card, on my request she said it's better to upgrade my account to Wealth. To upgrade the existing account. she asked me to fund my account above 25L or I can open another account with just 10L. All the details phone, email, and address will be the same. Once the wealth account is opened I can close the old account or that too might be upgraded if I keep it.
Today, I received the user ID via email but can't generate the password. I am waiting for the welcome KIT. will update here how it goes.
How can I upgrade to Wealth Select? Dont say 1cr+ RV 😛my whole family has wealth select and i wanted to open another wealth account for some reason.
My rm agreed with a cheque of 10000
+1, I too want to know , please share your opnion in this regard.. having WM account for the last one year with 25 lakhs NRV and 2 CCs with 6.4 l limit...How can I upgrade to Wealth Select? Dont say 1cr+ RV 😛
the website says 3 cr nrvHow can I upgrade to Wealth Select? Dont say 1cr+ RV 😛
what kind of form sir?the website says 3 cr nrv
but my rm just made me sign a form and voila got converted
after this only i was eligible for wealth select debit card
ount upgradation formwhat kind of form sir?
Thanks for the info and I am still 75 l short in this case. I will try to get that sorted first before I attempt...acc
ount upgradation form
but i had a mrv over 1 cr with that branch itself in casa and asset products for the bank thats why she could process it
i would suggest keep pestering wealth customer care daily until you get one competant person who can upgrade your debit cardThanks for the info and I am still 75 l short in this case. I will try to get that sorted first before I attempt...
Good idea, will do that just in case it works... Have a nice rest of the evening....i would suggest keep pestering wealth customer care daily until you get one competant person who can upgrade your debit card
tooGood idea, will do that just in case it works... Have a nice rest of the evening....
why just the debit card?i would suggest keep pestering wealth customer care daily until you get one competant person who can upgrade your debit card
they nerfed their wealth select benefitswhy just the debit card?
is there no other difference between wealth management and wealth select?
I tried too. They said 25 lakhs. I enquired this after I got a platinum wealth debit card.NRV of 3 Cr for Wealth Select
I requested for Visa assuming hat I'll get Infinite. I asked if I can Infinite. They said it is available to 25 lkh nrv select customers.For Wealth management, they generally give MasterCard World. For Wealth Select, they'll issue Visa Infinite. Just call them on the dedicated wealth management customer care. They'll do it.
True.It depends on RM in terms of waiving or supporting your requests.That's good. I have found in most cases it depends on how helpful your RM is. I am blessed with the most useless RM ☺️
RMS are waste. Validated for hdfc bank, yes bank, axis bank, icici bank, idfc bank, indusind bank.Rm's are waste 🤦
Correct. They are mostly fresh graduates trying to understand the relationship between the bank and customers for their own career growth and playing a kitchen hand role in assisting BMs. No offence. It looks like their roles were designed like that..RMS are waste. Validated for hdfc bank, yes bank, axis bank, icici bank, idfc bank, indusind bank.