Position Details Position Regional Manager Financial Planning ICICI Securities Limited Company Name ICICI Securities Limited Location Mumbai, India Job Type Regional Manager Financial Planning Job Description FPA-Ambition along 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 Name ICICI Securities Limited. QUALIFICATIONS Graduate with minimum 6 years of experience or MBA with 3 4 years of experience. Experience should be in financial services industry in a client facing role. Certified Financial Planner (CFPCM). An Associate Financial Planner can also be considered. Preferably, should have handled all types of products Equity, MF, Insurance, Debt, etc. Functional Areas Advisory Services. Department Investment Advisory & Service. Expected Salary (Rs) As per current salary and internal fitment. Job Profile Promote fee-based Financial Planning Services at regions individually or with a team Co-ordinating with Relationship Managers and cross-selling fee-based Financial Planning Services to existing ICICIdirect.com customers. Interview customers for collecting details. Discuss financial plans with customers. Interface between the product team and the customer at a regional level. Promote other services as and when being launched under Financial Planning Services. The role will demand a good domain understanding of personal financial planning, a grasp of processes and the product knowledge to pigeon-hole products to specific needs. Monitor & drive the entire Financial Planning piece for the respective region.