Equity Specialist

ICICI Securities; Bengaluru; On-site; INR 6,75,000 - 9,00,000; Full time

Job summary

A leading financial services company is seeking a professional in Bengaluru to maximize new customer acquisition and achieve business targets. Responsibilities include engaging with large clients, ensuring trade activation, and implementing marketing strategies. The role requires conducting training sessions with branch teams to enhance their skills. This position focuses on driving capability-building initiatives and fostering continuous learning across branches.

Responsibilities

• Maximize new customer acquisition and drive the acquisition of mapped customers.
• Take ownership of key metrics including client acquisition and revenue generation.
• Engage with large clients and support branch teams in achieving goals.
• Ensure maximum trade activation among acquired clients.
• Maximize conversions to high-value Prime plans.
• Plan and implement equity marketing strategies at the branch level.
• Facilitate training sessions with branch teams to enhance their skills.
• Promote process improvement across branches.

Job description

Locations

Multiple locations: Mumbai, Delhi, Jaipur, Kolkata, Pune, Ahmedabad, Bangalore, Hyderabad, Chennai, Chandigarh, Indore, Raipur

Job Description

Job description: (Including key responsibilities, deliverables)

1. Maximize New Customer Acquisition
   Drive the acquisition of M52/Prime customers mapped through ICICI Bank PBG RMs and Wealth RMs across branches.
2. Achieve Business Targets
   Take ownership of key metrics, including new client acquisition numbers, revenue generation, and activation.
3. Engage with Large Clients
   Conduct client meetings to convert high-potential leads and support branch teams in achieving their equity-related goals.
4. Trade Activation
   Ensure maximum trade activation among acquired clients to drive engagement and revenue.
5. Focus on High-Value Prime Plans
   Maximize conversions to High-Value Prime plans from the total acquisitions.
6. Branch-Level Equity Marketing
   Plan and implement equity marketing strategies at the branch level to enhance business opportunities.
7. Capability Building
   Facilitate regular training sessions and meetings with branch teams to strengthen their equity-related skills and knowledge.
8. Continuous Process Learning
   Promote process improvement and ensure consistent learning for equity functions across branches.

Key Deliverables

Key Deliverables:

1. Achieving new acquisition numbers
2. Conducting client meetings
3. Engaging in branch meetings
4. Driving capability-building initiatives