Equity Relationship Manager

Key Responsibilities:

• Build and maintain relationships with NRI clients, ensuring their investment goals are understood and aligned with advisory solutions.
• To engage with and activate NTST (Not Trading / Stopped Trading) customers on ICICI Direct.
• 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.
• Offer customized equity investment solutions based on risk profile, financial goals, and market trends.
• Enhance brokerage revenue from the clients.
• Provide end-to-end account servicing including KYC, portfolio reviews, transaction support, and compliance adherence.
• Stay updated on market trends, global economic developments, and regulatory changes impacting NRIs.
• Coordinate with research, operations, and compliance teams to deliver seamless service.
• To Handle customer queries and to ensure complete customer satisfaction.

Key Requirements:

• Strong understanding of direct equity and global investment strategies.
• Fluent in English Communication.
• Familiarity with FEMA, NRE/NRO accounts, tax regulations applicable to NRIs, and compliance processes.
• Excellent communication, negotiation, and client servicing skills.
• Ability to work in a fast-paced environment and handle multiple client accounts.
• Tech-savvy with experience using CRM tools and equity platforms.
• High level of integrity, professionalism, and customer-centric approach.

Office Location : Andheri, Mumbai