Equity Relationship Manager

ICICI Securities; Pune District; Vor Ort; INR 600.000 - 900.000; Vollzeit

Zusammenfassung

ICICI Securities Limited in Pune seeks a dynamic professional to manage HNI client relationships, provide equity advisory and dealing services, and drive growth through client acquisition and cross-selling. You will understand client needs and deliver suitable investment solutions while strengthening existing relationships.

The candidate should have an MBA/Graduate qualification with 6 months to 8 years of relevant experience and hold NISM certificates in Equity and Derivative segments to ensure

Qualifikationen

• MBA/Graduate required for the role.
• Minimum 6 months to 8 years of relevant experience.
• Must be certified in Equity and Derivative Segment and hold NISM certificates (5A, 7, 8, 16; 15 or 25A).

Aufgaben

• Handle HNI client acquisition, equity advisory and dealing.
• Achieve sales numbers, revenue and product mix objectives.
• Improve business from new and existing clients.
• Cement relationships and develop new ones with strong service.
• Identify customer requirements and gaps and bridge them.

Kenntnisse

Acquire, advise & handle relationships

Equity & derivatives product knowledge

Equities markets understanding

Equity & Derivative Segment Certified

NISM-5A, 7, 8, 16 certificates (15 or

Ausbildung

MBA/Graduate

Jobbeschreibung

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.

Key Responsibilities

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