Private Wealth RM

Job description

Greetings for the day!! **ICICI Securities** is hiring for **Private Wealth-RM** role for **Bangalore** location. If interested, kindly share your cv on **deepak.naik@icicisecurities.com** **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 and 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. Regards Team HR ICICI Securities