PWM Relationship Manager

ICICI Securities; Hyderabad; Presencial; INR 600.000 - 1.200.000; Jornada completa

Descripción de la vacante

ICICI Securities Limited in Hyderabad is seeking talented wealth managers to build and sustain relationships with high-net-worth clients. You will offer personalized financial guidance, assess risk, and tailor investment strategies across AIFs, PMS, mutual funds, insurance, and equities.

The role emphasizes client education, regular portfolio reviews, and achieving revenue targets while maintaining compliance.

Formación

• Strong communication, presentation and negotiation skills.
• Proven ability to build and manage relationships with high-net-worth individuals.
• Regulatory certifications (AMFI, NISM) will be an advantage.

Responsabilidades

• Build and maintain strong relationships with high-net-worth individuals to understand their financial goals.
• Provide personalized financial advice and wealth management solutions based on client needs and risk appetite.
• Conduct regular portfolio reviews and performance updates to ensure alignment with objectives.
• Demonstrate expertise in wealth management products including AIFs, PMS, MFs, Insurance, and Equity.
• Educate clients on features, benefits, and risks of wealth management products.
• Identify new business opportunities and generate leads through networking and referrals.
• Drive growth by cross-selling wealth management products and services to existing clients.
• Achieve revenue targets and contribute to overall growth of private wealth management.
• Conduct thorough due diligence on investment products and providers to mitigate risks.
• Maintain accurate records of client interactions and transactions in compliance with standards.

Descripción del empleo

We are looking for talented and motivated professionals to join our team. Candidates should have relevant experience, strong communication skills, a customer-centric approach and the ability to achieve business targets while building and maintaining strong client relationships.

Roles and 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, 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.

Key Requirements:

• Should have strong 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 excellent communication, presentation, and negotiation skills.
• Should have the ability to work independently and as part of a team in a fast-paced environment.

Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage