Equity Relationship Manager

ICICI Securities Limited; Bengaluru; On-site; INR 600,000 - 1,200,000; Full time

Job summary

ICICI Securities Limited in Bengaluru, India, seeks a relationship–oriented advisor for HNI clients, focusing on equity advisory, derivatives and capital markets.

You will manage top-end clients, drive sales, cross-sell products, and deepen existing relationships with a strong service attitude. NISM certifications and a background in equity markets are essential.

MBA/Graduate with 6 months to 8 years experience preferred.

Qualifications

• MBA/ Graduate required or equivalent qualification.
• NISM certifications are mandatory.
• Proven ability to manage HNI client relationships and advise on equity/derivatives.

Responsibilities

• To be responsible for HNI equity advisory, client acquistion and dealing.
• To achieve Business Objectives of sales numbers, revenue and product mix.
• To improve business generation from new and existing clients.
• To cement existing relationships, develop new ones; strong serviceattitude.
• To identify the customer requirement and need gaps and work towardsbridging the same.

Skills

Client relationship management

Equity & Derivatives knowledge

NISM certifications

Sales & cross-selling

Market knowledge

Education

MBA/ Graduate

Job description

HNI client advisory, dealing expertise with a strong knowledge of equity, derivatives,and capital markets, along with relevant NISM certifications

Responsible for managing HNI clients, providing equity advisory and dealing services. Drive business growth through relationship management, client acquisition and cross selling. Understand client needs and deliver suitable investment solutions.

Job Role and Responsibilities

Key Responsibilities

• To be responsible for HNI equity advisory, client acquistion and dealing.
• To achieve Business Objectives of sales numbers, revenue and product mix.
• To improve business generation from new and existing clients.
• To cement existing relationships, develop new ones; strong serviceattitude.
• To identify the customer requirement and need gaps and work towardsbridging the same.

Qualification

• MBA/ Graduate

Experience

• Relevant experience of 6 months – 8 years

Skills:

• 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 –5A, 7, 8 16, (15 or 25A) certificates (Mandatory)