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Relationship Manager

Icici Securities·India

Pay not statedMid levelFull-time
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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
  • Any graduate

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