Relationship Manager - Private Wealth

ICICI Securities Limited; Udaipur District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

ICICI Securities Limited is seeking a Senior Wealth Manager to build relationships with high-net-worth clients in Rajasthan, India. You will provide tailored financial advice, review portfolios, and educate on AIFs, PMS, mutual funds, insurance, and equity to align with client goals.

You will identify new business opportunities and drive revenue growth while maintaining strict compliance and record-keeping practices in a fast-paced environment.

Qualifications

• Strong understanding of wealth management products, including AIFs and PMS.
• Proven track record of building and managing relationships with high-net-worth individuals.
• Excellent communication, presentation, and negotiation skills.
• Ability to work independently and as part of a team in a fast-paced environment.
• Regulatory certifications (AMFI, NISM) will be an advantage.

Responsibilities

• Build and maintain relationships with high-net-worth individuals to understand financial goals.
• Provide personalized financial advice and wealth management solutions.
• Conduct regular portfolio reviews and performance updates.
• Demonstrate expertise in wealth management products including AIFs, PMS, MFs, Insurance, Equity.
• Educate clients on features, benefits, and risks of products.
• Recommend investment strategies based on risk profile.
• Identify new business opportunities and generate leads through networking.
• Drive cross-selling of wealth management products and services.
• Achieve revenue targets and grow private wealth business.
• Conduct due diligence on investment products and providers.
• Maintain records of client interactions and transactions per compliance.

Skills

Relationship management

Financial advisory

Client communication

Negotiation

Teamwork

Independent work

Lead generation

Job description

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, 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.