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Private Wealth Manager

5.00 to 10.00 Years   Hyderabad,Bangalore, Chennai, Kolkata, Pune, Mumbai City   10 Oct, 2024
ICICI SECURITIES LIMITED
Job LocationHyderabad,Bangalore, Chennai, Kolkata, Pune, Mumbai City
EducationNot Mentioned
SalaryRs 5 - 12 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Dear Applicant,Greetings From ICICI Securities.We are hiring for Private Wealth Manager role at ICICI Securities.Designation: Private Wealth ManagerCompany :ICICI SecuritiesRole & Responsibilities:
    • To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
    • To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
    • To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
    • To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity
    • To educate clients on the features, benefits, and risks associated with various wealth management products.
    • To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
    • To identify new business opportunities and generate leads through networking and referrals.
    • To drive business growth by effectively cross-selling wealth management products and services to existing clients.
    • To achieve revenue targets and contribute to the overall growth of the private wealth management business.
    • To conduct thorough due diligence on investment products and providers to mitigate risks.
    • To maintain accurate records of client interactions and transactions in accordance with compliance standards.
    Key Requirements:
    • Should have strong understanding of wealth management products, including AIFs and PMS.
    • Should have a proven track record of building and managing relationships with high-net-worth individuals.
    • Should have excellent communication, presentation, and negotiation skills.
    • Should have the ability to work independently and as part of a team in a fast-paced environment.
    • Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.
    Note Pls note if you have attended the interview in last 6 months or you are currently working with Any ICICI Group Company kindly ignore this message. Regards,ICICI SECURITIES HR TEAM

Keyskills :
mutual fundsequity

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