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