Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives. To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity To educate clients on the features, benefits, and risks associated with various wealth management products. To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile. To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. Key Requirements: Should have strong understanding of wealth management products, including AIFs and PMS. Should have a proven track record of building and managing relationships with high-net-worth individuals. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.
Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives. To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity To educate clients on the features, benefits, and risks associated with various wealth management products. To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile. To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. Key Requirements: Should have strong understanding of wealth management products, including AIFs and PMS. Should have a proven track record of building and managing relationships with high-net-worth individuals. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.
Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives. To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity To educate clients on the features, benefits, and risks associated with various wealth management products. To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile. To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. Key Requirements: Should have strong understanding of wealth management products, including AIFs and PMS. Should have a proven track record of building and managing relationships with high-net-worth individuals. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.
Role: Equity Relationship Manager ERG Key Responsibilities: Will be responsible for HNI client acquisition, equity advisory and dealing. Achieve Business Objectives of sales numbers, revenue and product mix. Improve business generation from new and existing clients. Cement existing relationships, develop new ones; strong service attitude. Identify the customer requirement and need gaps and work towards bridging the same. Skill Set: Should have an experience of 1 to 8 years in the broking industry in a similar function. Ability to acquire, advise and handle relationships of top end clients. Should be proficient in equity and derivatives products and understanding of equities markets. Certification in Equity and Derivative Segment mandatory. Qualification: Graduation / MBA
Duties and responsibilities: Preparation and distribution of research reports to institution clients after due compliance approvals. Crating charts in Excel, PowerPoint. Value addition to research reports. Formatting Power point presentations in I-Sec marketing guidelines. Distribution of research reports to various platform (Bloomberg, BlueMatrix, I-Sec research portal) Maintaining client database in CRM. Sharing models with Bloomberg and Visible Alpha. Preparing various MIS reports. Co-ordinate with Technology team for trouble shooting for smooth functioning. Skills and qualifications: Strong knowledge of MS Office (Word, Excel and PowerPoint) 4-5 years of work experience in institution equity research. Knowledge of Equity tool and Bloomberg will be preferred. Bachelors degree from any discipline with Certification in Designing. Willing to work late night
Zonal Head Acquisition The purpose of the job is to manage the Zone profitability by constantly endeavoring to bring up the Zone productivity : The detailed job profile is appended below : Ensuring the productivity of assigned territory as per the expectation of the company by planning activities for sales, identification of training needs and measurement of product penetrations, customer awareness and satisfaction. Should have deep understanding of banking products and services, and have a customer 360 approach. Manage a team of Regional Heads who will be responsible for acquiring I-direct A/cs per month through their team of Sales Managers. Guide & motivate the regional heads and sales managers on activities to be done to get the acquisition. Review their performance. Coordinate with Branch managers and Regional/Zonal Head of ICICI Bank, other ICICI Bank groups like salary account team & Investment services team for local promotion activities and potential cross sell opportunities for selling ICICIdirect accounts. Conduct trainings internally and corporate events with ICICI Bank. Interact with HR Managers, Admin managers of various corporates to get necessary work done. Seek required permissions for help desk, activities etc. to sell 3-in-1 accounts.
Key Responsibilities: This is an individual contributor role. Incumbent will be responsible to source 3 in 1 account (combination of savings/salary, trading and demat accounts) in given region by liasoning with the Bank team. To ensure right product is advised and sold to right customer. At all times customer should be kept on priority and seek to understand customer needs and service them on priority. Product and after sales support to the Bank team for handling customer queries and escalations if any. To meet the KYC guidelines by checking all the KYC related documents from the customers. Skill Set: Good Communicator Customer Service Orientation Interpersonal Skills Confident & positive approach
Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives. To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity To educate clients on the features, benefits, and risks associated with various wealth management products. To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile. To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. Key Requirements: Should have strong understanding of wealth management products, including AIFs and PMS. Should have a proven track record of building and managing relationships with high-net-worth individuals. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage
Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives. To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity To educate clients on the features, benefits, and risks associated with various wealth management products. To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile. To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. Key Requirements: Should have strong understanding of wealth management products, including AIFs and PMS. Should have a proven track record of building and managing relationships with high-net-worth individuals. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage
Key Responsibilities: This is an individual contributor role. Incumbent will be responsible to source 3 in 1 account (combination of savings/salary, trading and demat accounts) in given region by liasoning with the Bank team. To ensure right product is advised and sold to right customer. At all times customer should be kept on priority and seek to understand customer needs and service them on priority. Product and after sales support to the Bank team for handling customer queries and escalations if any. To meet the KYC guidelines by checking all the KYC related documents from the customers. Skill Set: Good Communicator Customer Service Orientation Interpersonal Skills Confident & positive approach
Key Responsibilities: This is an individual contributor role. Incumbent will be responsible to source 3 in 1 account (combination of savings/salary, trading and demat accounts) in given region by liasoning with the Bank team. To ensure right product is advised and sold to right customer. At all times customer should be kept on priority and seek to understand customer needs and service them on priority. Product and after sales support to the Bank team for handling customer queries and escalations if any. To meet the KYC guidelines by checking all the KYC related documents from the customers. Skill Set: Good Communicator Customer Service Orientation Interpersonal Skills Confident & positive approach
Key Responsibilities: This is an individual contributor role. Incumbent will be responsible to source 3 in 1 account (combination of savings/salary, trading and demat accounts) in given region by liasoning with the Bank team. To ensure right product is advised and sold to right customer. At all times customer should be kept on priority and seek to understand customer needs and service them on priority. Product and after sales support to the Bank team for handling customer queries and escalations if any. To meet the KYC guidelines by checking all the KYC related documents from the customers. Skill Set: Good Communicator Customer Service Orientation Interpersonal Skills Confident & positive approach
Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized inancial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives. To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity To educate clients on the features, benefits, and risks associated with various wealth management products. To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile. To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. Key Requirements: Should have strong understanding of wealth management products, including AIFs and PMS. Should have a proven track record of building and managing relationships with high-net-worth individuals. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage
Key Responsibilities: This is an individual contributor role. Incumbent will be responsible to source 3 in 1 account (combination of savings/salary, trading and demat accounts) in given region by liasoning with the Bank team. To ensure right product is advised and sold to right customer. At all times customer should be kept on priority and seek to understand customer needs and service them on priority. Product and after sales support to the Bank team for handling customer queries and escalations if any. To meet the KYC guidelines by checking all the KYC related documents from the customers. Skill Set: Good Communicator Customer Service Orientation Interpersonal Skills Confident & positive approach
Key Responsibilities: This is an individual contributor role. Incumbent will be responsible to source 3 in 1 account (combination of savings/salary, trading and demat accounts) in given region by liasoning with the Bank team. To ensure right product is advised and sold to right customer. At all times customer should be kept on priority and seek to understand customer needs and service them on priority. Product and after sales support to the Bank team for handling customer queries and escalations if any. To meet the KYC guidelines by checking all the KYC related documents from the customers. Skill Set: Good Communicator Customer Service Orientation Interpersonal Skills Confident & positive approach
Key Responsibilities: To activate the non-traded customers who had opened the account with ICICIdirect.com but still not activated the account To Re-activate STOP traders who once traded with ICICIdirect.com but now stopped trading To provide full demo of the website with research calls, while activating these non-trading and stop trader clients, advisory to keep clients active and increase revenue To cross sell other by-products of equity so that the customer remains active month on month To open new accounts by taking reference from the reactivated clients To handle customer queries and to ensure complete customer satisfaction for the reactivated clients Key Requirements: Should be a good communicator Should have customer orientation Should have strong interpersonal skills Should be confident & positive in approach Should have analytical skills
Key Responsibilities: This is an individual contributor role. Incumbent will be responsible to source 3 in 1 account (combination of savings/salary, trading and demat accounts) in given region by liasoning with the Bank team. To ensure right product is advised and sold to right customer. At all times customer should be kept on priority and seek to understand customer needs and service them on priority. Product and after sales support to the Bank team for handling customer queries and escalations if any. To meet the KYC guidelines by checking all the KYC related documents from the customers. Skill Set: Good Communicator Customer Service Orientation Interpersonal Skills Confident & positive approach
Key Responsibilities: This is an individual contributor role. Incumbent will be responsible to source 3 in 1 account (combination of savings/salary, trading and demat accounts) in given region by liasoning with the Bank team. To ensure right product is advised and sold to right customer. At all times customer should be kept on priority and seek to understand customer needs and service them on priority. Product and after sales support to the Bank team for handling customer queries and escalations if any. To meet the KYC guidelines by checking all the KYC related documents from the customers. Skill Set: Good Communicator Customer Service Orientation Interpersonal Skills Confident & positive approach
Key Responsibilities: This is an individual contributor role. Incumbent will be responsible to source 3 in 1 account (combination of savings/salary, trading and demat accounts) in given region by liasoning with the Bank team. To ensure right product is advised and sold to right customer. At all times customer should be kept on priority and seek to understand customer needs and service them on priority. Product and after sales support to the Bank team for handling customer queries and escalations if any. To meet the KYC guidelines by checking all the KYC related documents from the customers. Skill Set: Good Communicator Customer Service Orientation Interpersonal Skills Confident & positive approach
Key Responsibilities: This is an individual contributor role. Incumbent will be responsible to source 3 in 1 account (combination of savings/salary, trading and demat accounts) in given region by liasoning with the Bank team. To ensure right product is advised and sold to right customer. At all times customer should be kept on priority and seek to understand customer needs and service them on priority. Product and after sales support to the Bank team for handling customer queries and escalations if any. To meet the KYC guidelines by checking all the KYC related documents from the customers. Skill Set: Good Communicator Customer Service Orientation Interpersonal Skills Confident & positive approach
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