PARTNER WITH US

Introduction

Offer over 30 equity, fixed income and Loan products to your clients as an Authorised Person, previously known as Sub Broker. Trade on behalf of your clients and get a competitive revenue sharing. Offer unmatched combination of Trust, Technological Support and Wide Product Range.

Eligibility:

• Individuals with exposure and passion for capital markets
• 18 years of age
• Minimum education qualification of 10+2.
• Preference to applicants with existing client base and experience in financial product distribution
• Certification post code generation: NISM VII, VIII,I,XVI

Role of an Authorised Person:

• Acquire Clients
• Assist them in investing through training
• Engage regularly to understand their requirement and suggest products

Products offered to Clients:

• Digital and Offline Account Opening: Individual, Corporate, HUF and NRI/NRO
• Equity Products: Equity, Derivatives, Commodities,Currencies
• Mutual Funds^: TIP, SIP
• Fixed Income Products: Corporate Fixed Deposit, Bonds, FD, NPS, NCDs, IPO/FPO
• Insurance^: Life Insurance, General Insurance, Health Insurance.
• Loan Products: Home Loan, Home Loan Top up, Loan Against Property (LAP), Lease Rental Discounting (LRD), Personal Loan, Credit Card, Auto Loan,• Gold Loan, Two Wheeler Loan, Loan Against Security (LAS), Forex, Travel Cards.

*Loans provided by ICICIBank, ICICI Home finance, PNB Housing finance, HDFC Home Loans, Bank of Baroda & Tata Housing. ^Subject to certification.

Support from ICICI Securities:

• Dedicated Relationship Manager from ICICI Securities
• Regular training on Products, Processes and Soft skills at conducted at the local and central level
• RM support for lead generation activities
• Partners Portal for checking business growth with sales tools, CRM reports
• Mobile App for Partners

Why become AP with ICICI Securities:

• Competitive Business Revenue Sharing
• Best Risk Management Services as a Bank Broker
• Seamless trading with TradeRacer software & advanced trading strategies through Sensibull
• Over 30 Financial Products generates more earning opportunity. Saves your precious time and effort as a partner.
• Sales and Business support with dedicated Relationship Manager
• Exclusive Data Analysis & Research Recommendations
• No practical requirement of maintaining any back-office
• Unmatched Benefits for your Customers:
  • Prime and Prepaid clients get option of withdrawal of funds within 30mins from 2.5 Lac to 1Cr under E-ATM
  • Brokerage plan rates in Prime as low as 0.10%. Del 0.01 for cash/Margin/Future and Option Rs. 10 per lot Commodity & Curreny Rs. 20 per order
• Partner with pioneers of investing in India having a trust of over 4.9 million clients and 13000 partners
• Choose the leader with a sound track record of investing, transparency and technological support

Introduction

Independent Financial Associate (IFA) can offer Mutual Funds to clients along with Equity, Fixed income and Loan products to your clients. Clients trade on their own. Get paid on account opening and revenue generated by your clients. Cross-sell and upsell products to clients as per their requirement.

Eligibility:

• Individuals with basic understanding of financial products and personal finance
• 18 years of age
• Minimum education qualification of 10+2.
• NISM VA certification and ARN

Role of an Independent Financial Associate (IFA):

• Acquire clients through online and offline mode
• Assist clients to start investing
• Guide clients to choose Mutual Funds as per their requirement and profile
• IFA can also sell additional products like insurance products upon certification as POS.

Products offered to Clients:

• Digital and Offline Account Opening: Individual, Corporate, HUF and NRI/NRO
• Mutual Funds^: TIP, SIP
• Fixed Income Products: Corporate Fixed Deposit, Bonds, FD, NCDs, IPO/FPO
• Loan Products: Home Loan, Home Loan Top up, Loan Against Property (LAP), Lease Rental Discounting (LRD), Personal Loan, Credit Card, Auto Loan, Gold Loan, Two Wheeler Loan, Loan Against Security (LAS), Forex, Travel Cards.
• Insurance^: Life Insurance, General Insurance, Health Insurance.

*Loans provided by ICICIBank, ICICI Home finance, PNB Housing finance, HDFC Home Loans, Bank of Baroda & Tata Housing. ^Subject to certificatio

Support from ICICI Securities:

• Marketing support for client sourcing and engagement
• Regular training at our locally and centrally covering product process, business strategies and soft skills
• RM support for lead generation activities in local areas
• Partners Portal for checking business with sales tools, CRM reports
• Mobile App for Partners

Why become Independent Financial Associate (IFA) with ICICI Securities:

• Lucrative upfront account opening commission with 7 day credit
• Additional incentive on accounts opened under multiple schemes
• Over 2000 MF schemes to offer clients
• Over 16 financial products generates more earning opportunity. Saves your precious time and effort as a partner.
• Partners Portal support for detailed client specific reports on SIP and Lumpsum in Mutual Funds.
• Push Transactions in Mutual funds along with other feautres in Mobile App
• ICICI Brand value gives credibility while sourcing clients
• Option to upgrade to AP and earn higher commission from equities
• Partner with pioneers of investing in India having a trust of over 4.9 million clients and 13000 partners.

Introduction

Offer Equity, Fixed income and Loan products to your clients. Clients trade on their own. Assist your clients with product information and timely guidance. Get paid on account opening and on revenue generated by your clients. Cross sell and upsell other financial products to clients as per their requirement.

Eligibility:

• Individuals with basic understanding of financial products
• 18 years of age
• Minimum education qualification: Class 10.

Role of an Investment Associate(IA):

• Acquire clients through online and offline mode
• Assist clients to start investing
• IA can also sell additional products like insurance products upon certification as POS.

Products offered to Clients:

• Digital Account Opening: Individual, Corporate and HUF
• Fixed Income Products: Corporate Fixed Deposit, Bonds, FD, NCDs, IPO/FPO
• Loan Products: Home Loan, Home Loan Top up, Loan Against Property (LAP), Lease Rental Discounting (LRD), Personal Loan, Credit Card, Auto Loan, Gold Loan, Two Wheeler Loan, Loan Against Security (LAS), Forex, Travel Cards.
• Insurance^: Life Insurance, General Insurance, Health Insurance.

*Loans provided by ICICIBank, ICICI Home finance, PNB Housing finance, HDFC Home Loans, Bank of Baroda & Tata Housing. ^Subject to certification

Support from ICICI Securities:

• Marketing support for client sourcing and engagement
• Regular training at our locally and centrally covering product process, business strategies and soft skills
• RM support for lead generation activities in local areas
• Partners Portal for checking business with sales tools, CRM reports
• Mobile App for Partners

Why become IA with ICICI Securities:

• Lucrative upfront account opening commission with 7 day credit
• Additional incentive on accounts opened under multiple schemes
• Over 16 Financial Products generates more earning opportunity. Saves your precious time and effort as a partner.
• ICICI Brand value gives credibility while sourcing clients
• No client servicing required post account opening
• Option to upgrade to IFA or Authorised Person and higher commission.

Introduction

Offer over 12 Loan Products to your clients. Refer details of the loan prospects through our portal. Post eligibility check and documentation by Loan Team, get commission payout within 48 hours of loan disbursal. Excellent opportunity for additional income along with your existing profession or business

Eligibility:

• Individuals with existing set of clients or socially well connected
• 18 years of age
• Minimum education qualification: Class 10.

Role of an Loan Partner (LP):

• Acquire Loan Prospects through online and offline mode
• Refer Loan prospects in ICICIdirect portal
• Get commission payouts 48 hours after loan disbursal

Products offered to Clients:

• Loan Products: Home Loan, Home Loan Top up, Loan Against Property (LAP), Lease Rental Discounting (LRD), Personal Loan, Credit Card, Auto Loan, Gold Loan, Two Wheeler Loan, Loan Against Security (LAS), Forex, Travel Cards.
• Insurance^: Life Insurance, General Insurance, Health Insurance.

*Loans provided by ICICIBank, ICICI Home finance, PNB Housing finance, HDFC Home Loans, Bank of Baroda & Tata Housing. ^Subject to certification.

Support from ICICI Securities:

• Marketing support for client sourcing and engagement
• Regular training at our locally and centrally covering product process, business strategies and soft skills
• A helpline number for support regarding the process and queries
• Access to portal for commission details

Why become LP with ICICI Securities:

• 12 Loan Products to offer
• Multiple Principals ensures higher probability of loan sanction
• No hassles of documentation and paperwork and contacting multiple principals
• Commission within 48 hours of loan disbursal
• ICICI Brand value gives credibility while sourcing clients
• Option to upgrade to IA, IFA and AP and earn higher commission from equities
• Partner with pioneers of investing in India having a trust of over 4.9 million clients and 13000 partners.