Private Wealth Relationship Manager

ICICI Securities

20 - 28 years

40 - 55 Lacs

chennai bengaluru

Posted:4 days ago| Platform:

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Skills Required

relationship management sales mutual funds portfolio management hni client handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job role & Responsibilities:

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.

Preferred Skills:

Understanding of wealth management products, including AIFs and PMS.
Having excellent communication, presentation, and negotiation skills.
Ability to work independently and as part of a team in a fast-paced environment

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