Equity Relationship Manager

Role overview

Equity Relationship Manager at ICICI Securities

To be responsible for HNI equity advisory, client acquistion and dealing.

Responsibilities

• Drive business growth through relationship management, client acquisition and cross selling.
• 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.
• 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)

Employment details

• Location: Chandigarh [India]

Additional role details

• Responsible for managing HNI clients, providing equity advisory and dealing services.
• Understand client needs and deliver suitable investment solutions.