Zonal Head- Private Wealth Management

ICICI Securities Limited; Pune District; On-site; INR 1,500,000 - 3,500,000; Full time

Job summary

ICICI Securities Limited is seeking a senior Wealth Manager to lead and grow relationships with high-net-worth clients in Pune. You will manage a team of wealth advisors, mentor performance, and drive revenue growth while ensuring regulatory compliance and achievement of sales targets.

Stay ahead of market trends to identify investment opportunities for private wealth clients. You will collaborate with cross-functional teams, communicate persuasively, and deliver superior client service to

Qualifications

• Strong knowledge of wealth management products including AIFs and PMS.
• Proven track record of building and managing relationships with high-net-worth individuals.
• Past exposure to managing a team
• Excellent communication, presentation, 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 products (AIFs & PMS

Relationship management with HNW/UHNW

Team leadership & mentoring

Communication, presentation & negotiat

Job description

• 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.