ICICI Securities - Relationship Manager - Private Wealth

About the job:

Role & 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 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:

- Relevant experience of 12+ years

- 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.