ICICI Securities – Private Wealth Management

Delhi NCR & Mumbai – www.icici.com – 20/10/2021

Salery – 16 to 28 LPA

Job Title

Financial Advisor/Sr. Financial Advisor

Company Profile

  • ICICI Securities – Private Wealth Management

Job Profile & Responsibilities

  • To develop and manage relationships with High net worth clients in order to provide them with investment products and services in line with their risk profile.
  • To meet the revenue and product mix targets .
  • Gateway to any requirement from I-Sec.
  • Recommendation of products as per client requirement.
  • Manage 40 to 50 clients .
  • Should generate revenue of 3 – 5 times cost.
  • Responsible for initial acquisition of clients & then taking business forward with coordination of HOD.
  • Should maintain & continuously develop high end client base.
  • To have specialized knowledge on the Private Client Product Suite ,Indian Stock Market, Indian Mutual Funds, Diversified nature of Indian Real Estate market, Fixed income and alternate assets classes like Hedge funds , Structured products, HNI: Investment Banking & Estate Planning.
  • To continuously track market trends and customer.

Prefered Qualifications

  • Graduate/Post Graduate with 7 to 8 years of relevant experience.
  • CWM preferred.

Desired Candidate Profile

  • Financial Services, Broking House (Preferably Wealth Management exposur)

Additional Details

  • Grow the Assets under Advice
  • Achieve the Revenue Targets
  • Client acquisition
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