Relationship Manager
IndiaFull-timeMid levelPosted 1 week ago
Mid-level finance role at Icici Securities.
About the role
Relationship Manager at Icici Securities. Build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
What you'll do
- Build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives
- Provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite
- Conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives
- Demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs
- Educate clients on the features, benefits, and risks associated with various wealth management products
What you need
- Wealth management
- Negotiation
- Portfolio management
- Cross-selling
- Insurance
- Due diligence