Equity Relationship Manager

ICICI Securities Limited; Chandigarh; On-site; INR 500,000 - 1,200,000; Full time

Job summary

ICICI Securities Limited in India seeks a client-focused professional to manage HNI equity advisory, acquisition and dealing, delivering tailored investment solutions and maintaining strong relationships.

You will drive growth through cross-selling and service excellence, targeting top-end clients with deep knowledge of equity and derivative products.

Qualifications

• 2–10 years of relevant experience in Equity and derivative products, HNI Clients Acquisition & Relationship Management.
• 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.

Responsibilities

• To be responsible for HNI equity advisory, client acquisition 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 service attitude.
• To identify the customer requirement and need gaps and work towards bridging the same.

Skills

HNI relationships

Equity & derivatives knowledge

Client advisory

NISM certificates

Education

MBA / Graduate

Job description

2–10 years of relevant experience in Equity and derivative products, HNI Clients Acquisition & Relationship Management

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)