Equity Relationship Manager

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

Job summary

ICICI Securities in Pune seeks an experienced professional to drive HNI client acquisition, provide equity advisory and execute deals. You will build and manage top-client relationships, offering proactive equity solutions and market insights.

The role demands 2–4 years in broking, graduate/MBA qualification, and NISM 7 & 8 certifications, with a strong service orientation and ability to grow business with premium clients.

Qualifications

• Graduate/MBA with 2–4 years of broking industry experience.
• Must be able to acquire, advise and manage top-end client relationships.
• Proficient in equity and derivatives products with market understanding.
• Must hold NISM 7 and 8 certificates.

Responsibilities

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

Skills

Client acquisition

Equity advisory

Derivatives knowledge

Relationship management

NISM certificates

Education

Graduate/MBA

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)