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