Assistant Vice President
Date: Nov 14, 2025
Location: MUMBAI
Company: icicisecur
Analyse client investment portfolio and suggest suitable changes
Analyse portfolio returns vs benchmark, mcap allocations, amc concentrations, sector allocations, etc
Call with clients for portfolio review
Call with prospective clients
Training to RMs about IA services, increase mindshare
Prepare market Outlook and adhoc presentations
Track business numbers
Work within regulatory guidelines
Complete knowledge of mutual funds is a must