02 Oct
|
ICICI Securities
|
Maharashtra
02 Oct
ICICI Securities
Maharashtra
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 (Maharashtra)
🏢 ICICI Securities
📍 Maharashtra