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Executive / Assistant Manager – Investment Advisory Services @ ICICI Securities Limited

Company Name ICICI Securities Limited
Location Navi Mumbai-Turbhe, India
Job Type Executive/Assistant Manager –Investment Advisory
Job Description

  Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.

Company Profile : ICICI Securities Ltd is a technology-based firm offering a wide range of financial services including investment banking, institutional broking, retail broking, private wealth management, and financial product distribution.

Grade : EI / E II

Job Location : Corporate Office, Turbhe, Navi Mumbai

Job Description : 

  • Make fee-based financial plans through excel & word templates within prescribed TAT, in co-ordination with regional planners / customers
  • Discuss financial plans with customers over telephone.
  • Follow-up with customers over telephone for providing required data for making financial plan and clarify queries over telephone.
  • Take initiatives and come up with new and improved ideas for improving the advisory proposition.
  • Should be proficient in MS Excel & Word – Basic Financial Calculations in MS Excel a must.
  • Should have good understanding of financial markets and various asset classes & products  like MF, Insurance, PMS, Structure Product, Private Equity and Fixed Income.
  • Should possess good oral & written communication skills.

Candidates Profile :

  • Graduate with minimum 3 years of experience in Banking & Financial Services or MBA with 1 – 2 years of experience.
  • Certified Financial Planner (CFPCM) Preferable.
  • An Associate Financial Planner can also be considered.

Salary : As per current salary and internal fitment

Interested candidates can mail their updated resumes at “ with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 09/03/2018