Zonal Head - Private Wealth

ICICI Securities Limited; Pune District; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

ICICI Securities Limited in Pune seeks a Zonal Head - Private Wealth to lead and grow the private wealth business, manage relationships with HNW clients, and drive revenue.

You will mentor a team of wealth advisors, ensure compliance, monitor performance, and stay ahead of market opportunities for high-net-worth portfolios.

Qualifications

• Strong understanding of wealth management products, including AIFs and PMS.
• Proven track record of building and managing relationships with high-net-worth individuals.
• Experience in leading and managing a team with excellent communication and negotiation skills.

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.

Skills

Wealth management

Relationship management

Team leadership

Negotiation skills

Job description

Greetings for the day!!

ICICI Securities is hiring for Zonal Head - Private Wealth role for Pune location.

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 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 past exposure to manage managing a team
• Should have excellent communication, presentation, and negotiation skills.

Regards

Team HR

ICICI Securities