Equity Specialist

3 weeks ago

Mumbai, India ICICIDirect Full time

This role is open at multiple locations as below:


Multiple locations: Rajkot, Vijayawada, Kozhikode, Kolhapur, Goa, Kolkata, Bhopal, Raipur, Udaipur, Varanasi, Gorakhpur, Guwahati, Amritsar, Bikaner, Ranchi


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:

1. Achieving new acquisition numbers

2. Conducting client meetings

3. Engaging in branch meetings

4. Driving capability-building initiatives

  • Equity Specialist

    3 weeks ago

    Mumbai, India ICICIDirect Full time

    This role is open at multiple locations as below: Multiple locations: Rajkot, Vijayawada, Kozhikode, Kolhapur, Goa, Kolkata, Bhopal, Raipur, Udaipur, Varanasi, Gorakhpur, Guwahati, Amritsar, Bikaner, Ranchi Job description: (Including key responsibilities, deliverables) 1. Maximize New Customer Acquisition Drive the acquisition of M52/Prime customers...

  • Equity Specialist

    3 weeks ago

    Mumbai, India ICICIDirect Full time

    This role is open at multiple locations as below:Multiple locations: Rajkot, Vijayawada, Kozhikode, Kolhapur, Goa, Kolkata, Bhopal, Raipur, Udaipur, Varanasi, Gorakhpur, Guwahati, Amritsar, Bikaner, RanchiJob description: (Including key responsibilities, deliverables)1. Maximize New Customer AcquisitionDrive the acquisition of M52/Prime customers mapped...

  • Equity Specialist

    3 weeks ago

    Mumbai, India ICICIDirect Full time

    This role is open at multiple locations as below: Multiple locations: Rajkot, Vijayawada, Kozhikode, Kolhapur, Goa, Kolkata, Bhopal, Raipur, Udaipur, Varanasi, Gorakhpur, Guwahati, Amritsar, Bikaner, Ranchi Job description: (Including key responsibilities, deliverables) 1. Maximize New Customer Acquisition Drive the acquisition of M52/Prime customers...

  • Equity Specialist

    3 weeks ago

    Mumbai, India ICICIDirect Full time

    This role is open at multiple locations as below:Multiple locations: Rajkot, Vijayawada, Kozhikode, Kolhapur, Goa, Kolkata, Bhopal, Raipur, Udaipur, Varanasi, Gorakhpur, Guwahati, Amritsar, Bikaner, RanchiJob description: (Including key responsibilities, deliverables) 1. Maximize New Customer Acquisition Drive the acquisition of M52/Prime customers mapped...

  • Equity Specialist

    3 weeks ago

    Mumbai, India ICICIDirect Full time

    This role is open at multiple locations as below: Multiple locations: Rajkot, Vijayawada, Kozhikode, Kolhapur, Goa, Kolkata, Bhopal, Raipur, Udaipur, Varanasi, Gorakhpur, Guwahati, Amritsar, Bikaner, Ranchi Job description: (Including key responsibilities, deliverables) 1. Maximize New Customer Acquisition Drive the acquisition of M52/Prime customers...

  • Equity Specialist

    3 weeks ago

    Mumbai, India ICICIDirect Full time

    This role is open at multiple locations as below:Multiple locations: Rajkot, Vijayawada, Kozhikode, Kolhapur, Goa, Kolkata, Bhopal, Raipur, Udaipur, Varanasi, Gorakhpur, Guwahati, Amritsar, Bikaner, RanchiJob description: (Including key responsibilities, deliverables) 1. Maximize New Customer Acquisition Drive the acquisition of M52/Prime customers mapped...

  • Equity Specialist

    2 weeks ago

    Mumbai, Maharashtra, India, Maharashtra ICICIDirect Full time

    This role is open at multiple locations as below:Multiple locations: Rajkot, Vijayawada, Kozhikode, Kolhapur, Goa, Kolkata, Bhopal, Raipur, Udaipur, Varanasi, Gorakhpur, Guwahati, Amritsar, Bikaner, RanchiJob description: (Including key responsibilities, deliverables) 1. Maximize New Customer Acquisition Drive the acquisition of M52/Prime customers mapped...

  • Compensation & Equity Specialist

    4 days ago

    Mumbai, Maharashtra, India Enrich And Enlight Business Consulting Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role & responsibilitiesCompensation & Equity Administration:Execute and resolve queries and processes related to compensation cycles, including salary reviews, bonus payouts, and equity grants, ensuring accuracy and compliance.• Support the administration of equity programs reporting and being compliant with sharing the requested data by the...

  • Equity Dealer

    2 days ago

    Mumbai, India Mazhar Full time

    **Hi** **We Have openings "PAN INDIA" for a PCG Franchise Advisor/Dealer in Bank Based Companies** **Skills Required,** **1) Buying & Selling Equity on behalf of Client.** **2) Cross Selling Mutual Funds.** **3) NISM Certifications Are Mandatory.** **4) Prior Experience in Similar Setup Preferred.** **5) Good communication skills & Market Knowledge.** **6)...

  • Market Specialist, Equities

    4 days ago

    Mumbai, India Bloomberg Full time

    Market Specialist, Equities - Mumbai Location Mumbai Business Area Sales and Client Service Ref # 10044338 Description & Requirements Bloomberg is a global leader in business and financial information, news and insight, and we use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the globe...