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Zonal Head - PWM

IndiaFull-timeLead levelPosted 1 week ago

Leadership finance role at Icici Securities.

About the role

Manage and expand relationships with HNW/UHNW clients, ensuring satisfaction and retention. Lead and manage a team of relationship managers, 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.

What you'll do

  • Manage and expand relationships with HNW/UHNW clients, ensuring satisfaction and retention
  • Lead and manage a team of relationship managers, driving performance and revenue growth
  • Monitor financial performance, ensure regulatory compliance, and achieve sales targets

What you need

  • Compliance

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