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Urgent! [Urgent Search] Private Wealth - RM - Local Job Opening in Rajkot
Role & Responsibilities:
- To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
- To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
- To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
- To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Equity
- To educate clients on the features, benefits, and risks associated with various wealth management products.
- To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
- To identify new business opportunities and generate leads through networking and referrals.
- To drive business growth by effectively cross-selling wealth management products and services to existing clients.
- To conduct thorough due diligence on investment products and providers to mitigate risks.
- To maintain accurate records of client interactions and transactions in accordance with compliance standards.
Key Requirements:
- Relevant experience of 12 - 20 years
- 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 excellent communication, presentation, and negotiation skills.
- Should have the ability to work independently and as part of a team in a fast-paced environment.
- Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.
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Unlock Your Urgent Search Potential: Insight & Career Growth Guide
Real-time Urgent Search Jobs Trends in Rajkot, India (Graphical Representation)
Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Urgent Search in Rajkot, India using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 24230 jobs in India and 155 jobs in Rajkot. This comprehensive analysis highlights market share and opportunities for professionals in Urgent Search roles. These dynamic trends provide a better understanding of the job market landscape in these regions.
Great news! ICICIDirect is currently hiring and seeking a [Urgent Search] Private Wealth RM to join their team. Feel free to download the job details.
Wait no longer! Are you also interested in exploring similar jobs? Search now: [Urgent Search] Private Wealth RM Jobs Rajkot.
An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at ICICIDirect adheres to the cultural norms as outlined by Expertini.
The fundamental ethical values are:The average salary range for a [Urgent Search] Private Wealth RM Jobs India varies, but the pay scale is rated "Standard" in Rajkot. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.
Key qualifications for [Urgent Search] Private Wealth RM typically include Sales Representatives, Services and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.
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Before the Interview:To prepare for your [Urgent Search] Private Wealth RM interview at ICICIDirect, research the company, understand the job requirements, and practice common interview questions.
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