Equity Specialist

Job Title: Equity Specialist

Job Description:

The Equity Specialist will be responsible for driving new customer acquisition, revenue growth, and trade activation for equity products by working closely with ICICI Bank PBG and Wealth Relationship Managers across assigned branches. The role involves engaging with high-potential clients, supporting branch teams, and strengthening equity business through marketing and capability-building initiatives.

Key Responsibilities:

Drive acquisition of M52 and Prime customers through ICICI Bank PBG and Wealth RMs across mapped branches

Own business targets including new client acquisition, revenue generation, and client activation

Conduct client meetings to convert high-potential leads into active equity clients

Support branch teams in achieving equity-related business goals

Ensure maximum trade activation among acquired clients

Drive conversions to high-value Prime plans from total acquisitions

Plan and execute branch-level equity marketing activities

Conduct regular training sessions and meetings with branch teams on equity products and processes

Promote continuous learning and adherence to equity processes across branches

Key Deliverables:

Achievement of new customer acquisition targets

Revenue and trade activation performance

Client meetings conducted

Participation in branch meetings and training initiatives

Skills & Competencies:

Strong knowledge of equity markets and investment products

Sales and client acquisition experience

Excellent communication and stakeholder management skills

Target-driven and result-oriented mindset

Experience & Qualification:

38 years of experience in equity sales, wealth management, or financial services

Graduate / Post Graduate (Finance preferred)

Relevant certifications in capital markets are an added advantage