Shine.com Hiring For ICICI Securities

Industry: Financial Services (Broking) Department: BFSI, Investments & Trading Role Category: BFSI, Investments & Trading - Other Employment Type: Full-Time, Permanent Role Overview The position requires building and nurturing strong relationships with high-net-worth clients to understand their financial aspirations and provide tailored wealth management solutions. The role focuses on advising clients across a range of investment products, ensuring their portfolios align with their goals and risk tolerance, while driving business growth through new client acquisition and cross-selling. Key Responsibilities Develop and sustain trusted relationships with high-net-worth individuals by comprehending their financial goals. Deliver customized financial advice and wealth management strategies that align with clients needs and risk profiles. Conduct periodic portfolio assessments and performance reviews to ensure clients investments remain on track. Exhibit in-depth knowledge of wealth management offerings including Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Mutual Funds, Insurance, and Equity products. Educate clients about product features, benefits, and associated risks to support informed investment decisions. Suggest appropriate investment solutions and strategies tailored to individual client preferences and risk appetite. Identify and pursue new business prospects through networking and referrals to expand the client base. Drive revenue growth by cross-selling a broad range of wealth management services to existing clients. Perform detailed due diligence on investment products and service providers to manage and mitigate risks effectively. Maintain accurate and compliant records of client interactions and transactions. Required Skills & Qualifications Strong expertise in wealth management products, particularly AIFs and PMS. Proven success in managing and growing relationships with affluent clients. Excellent communication, presentation, and negotiation abilities. Capability to work autonomously and collaboratively within a fast-paced setting. Relevant regulatory certifications such as AMFI or NISM are preferred. Education Undergraduate degree in any discipline.