Zonal Head- Private Wealth Management
ICICI Securities
- Location
- Goa, India
- Job type
- Full-time
About the role
Website:
icicisecurities.com
Job details:
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.
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