Greetings for the day!!

ICICI Securities is hiring for Private Wealth-RM role for Bangalore location.

If interested, kindly share your cv on [email protected]

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 recent 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

📌 Private Wealth RM (Karnataka)
🏢 ICICI Securities
📍 Karnataka