Relationship Manager - Private Wealth

ICICI Securities Limited; Goa; On-site; INR 900,000 - 2,500,000; Full time

Job summary

ICICI Securities Limited in Goa is seeking a skilled Wealth Relationship Manager to engage high-net-worth clients, understand their financial goals, and tailor wealth solutions. You will deliver personalized advice on AIFs, PMS, mutual funds, insurance, and equities, conduct regular portfolio reviews, and educate clients on risk and features.

The role requires strong communication, independence, and a track record of growing client revenue through strategic cross-selling while maintaining

Qualifications

• Strong knowledge of wealth management products including AIFs and PMS.
• Proven track record of building relationships with high-net-worth individuals.
• Excellent communication, presentation, and negotiation skills.
• Ability to work independently and in a fast-paced team environment.

Responsibilities

• Build and maintain relationships with high-net-worth individuals to understand their financial goals.
• Provide personalized financial advice and wealth management solutions.
• Conduct regular portfolio reviews and performance updates.
• Educate clients on wealth management products and risks.
• Identify new business opportunities and generate referrals.
• Cross-sell wealth management products to existing clients.
• Ensure compliance and maintain accurate client records.

Skills

Relationship management

Wealth management

Financial advisory

Communication skills

Education

AMFI/NISM certifications

Job description

• 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.