01 Oct
|
ICICI Securities
|
India
01 Oct
ICICI Securities
India
Role & Responsibilities:
• Manage and expand relationships with HNW/UHNW clients, ensuring satisfaction and retention.
• Lead, mentor, and manage a team of wealth advisors, driving performance and revenue growth.
• Monitor financial performance, ensure regulatory compliance, and achieve sales targets.
• Stay updated on market trends and investment opportunities relevant to private wealth clients..
Key Requirements:
• Should have robust understanding of wealth management products, including AIFs and PMS.
• Should have a proven track record of building and managing relationships with high-net-worth individuals.
• Should have past exposure to manage managing a team
• Should have excellent communication, presentation, and negotiation skills.
📌 Zonal Head- Private Wealth Management (India)
🏢 ICICI Securities
📍 India