Equity Relationship Manager

ICICI Securities; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

ICICI Securities is seeking a skilled professional in Bengaluru to drive HNI client acquisition and equity advisory services. You will manage dealing activities while expanding business with top-tier clients and maintaining strong service standards.

The role requires 2–4 years in broking, deep knowledge of equity and derivatives products, and NISM certifications. You will interact with premium clients, building long-term relationships and contributing to revenue growth.

Qualifications

• 2–4 years of experience in broking industry in a similar function.
• Acquire, advise and handle relationships of top end clients.
• Proficient in equity and derivatives products; strong understanding of equities markets.
• NISM 7 and 8 certifications are mandatory.

Responsibilities

• Be responsible for HNI client acquisition, equity advisory and dealing.
• Improve business generation from new and existing clients.
• Cement existing relationships and develop new ones with a strong service attitude.
• Identify customer requirements and gaps and bridge them accordingly.

Skills

Client acquisition

Equity & derivatives knowledge

Relationship management

Service orientation

Education

Graduate/MBA in Finance

Job description

Key Responsibilities

• To be responsible for HNI client acquisition, equity advisory and dealing.
• To improve business generation from new and existing clients.
• To cement existing relationships, develop new ones; strong service
  attitude.
• To identify the customer requirement and need gaps and work towards
  bridging the same.

Key Requirements

• Should be a graduate/MBA with 2-4 years of experience in the broking industry in a similar function.
• Should be able to acquire, advise and handle relationships of top end clients.
• Should be proficient in equity and derivatives products and have understanding of equities markets.
• Should be certified in Equity and Derivative Segment
• Should have NISM 7 and 8 certificates (Mandatory)