Senior Client Partner - Private Wealth

ICICI Securities

Stock Market Trading Asset & Wealth Management

92+ Applicants

Posted: 9 months ago

19-28 years

Delhi NCR, Delhi, Gurgaon

work from office

Posted: 9 months ago

Applicants: 93+

Job Description

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Job Description

To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
To identify new business opportunities and generate leads through networking and referrals.
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 Portfolio Management Services (PMS), MFs, 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 drive business growth by effectively cross-selling wealth management products and services to existing clients.
To 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.

Skills

SalesWealth ManagementHNIPrivate BankingClient AcquisitionClientAcquisitionManagement

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About Company

ICICI Securities is a leading technology-based securities firm offering a wide range of financial services including retail and institutional broking, wealth management, investment banking and financial product distribution.

Important dates & deadlines?

Application Deadline

08 Jan 26, 04:16 PM IST

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