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Introduce a power-packed range of 24+ products to your customers

Ways to Partner

Authorised Person (AP)

Offer over 24 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

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Independent FinancialAssociate (IFA)

Investment 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

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Investment Associate (IA)

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

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Loan Partner (LP)

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.

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Authorised Person (AP)

  • Introduction

    Offer over 24 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
  • 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
    • 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 24 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 10Lac to 1Cr under E-ATM
      • Brokerage rates in Prime as low as 0.15%
    • 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

Independent FinancialAssociate (IFA)

  • Introduction

    Investment 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.

Investment Associate (IA)

  • 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.

Loan Partner (LP)

  • 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.

Overview/Summary

Parameters Authorised Person Independent Financial Associate (IFA) InvestmentAssociate (IA) Loan Partner (LP)
Basic Experience Levelof Candidates High Medium Low Low
Education Qualification Min 10 + 2 Passed Min 10 + 2 Passed Min 10 Passed Min 10 Passed
Products
Online BrokingAccount Opening Yes Yes Yes No
Products: Equity Products(Cash, Margin, Intraday,Derivatives, Currency etc) Yes No No No
Mutual Funds Yes* Yes* No No
Fixed Income Products:FD/Bonds/NCDs, IPO/FPO Yes Yes Yes No
Insurance:Life, General, Health Yes* Yes* Yes* Yes*
Loan:12 Loan Products Yes Yes Yes Yes
Others
Office Required Preferable,not Mandatory Not Mandatory Not Mandatory Not Mandatory
Certifications Required (ICICIdirect assistanceavailable NISM VII, VIII, V A* NISM V No No
Registration, Deposit &Other Fees (approx) < 75,000/- NIL NIL NIL
Voice RecordingSolutions(Rs.18k or Rs. 4k) Yes No No No

*Subject to necessary certification

Our Awards

trophy

Franchise India Awards

2018, 17, 16, 15, 14, 13, 12, 11, 10, 9

Responsible Business Awards

2017

Franchise India Retail Awards

2017, 16, 15

World Franchise Congress Awards

2015

Global Sustainability Leadership Awards

2014

Best Market Analyst Awards

2011

Global CSR Excellence & Leadership Awards

2017, 16, 15

Asia Best CSR Practices Awards

2016, 14

Asian Sustainability Leadership Awards

2013

Smart use Technology eRetailer of the year

2013, 12

Outlook Money Awards

2012

How We Engage With Our Partners

  • Investor Engagement
  • SIP Promotion
  • Customer Engagement
  • Partner Engagement
Pragati Ki Neev

Pragati Ki Neev

Investor Awareness Initiative conducted in over 376 locations touching over 41000 investors in more than 750 sessions.

Pragati Ki Neev on Wheels

Pragati Ki Neev on Wheels

Awareness campaign through the use of Mobile Vans spreading the knowledge of investment in different locations through the use of audiovisual programmes.

Heath  and wealth camp

Health & Wealth Camp

Awareness Camapaign conducted in housing societies though the use of health checkup and wealth check up camps.

fun, family & finances

Fun, Family & Finances

An infotainment programme done for the families discussing about the family budgets, goals and their acheivement.

Pragati Ki Neev

Independence Day

GIFT A SIP Campaign Conducted on 15th Aug, for the cause of Good Health and Financial Independence. Over 1800 customers participated in 61 Outlets Pan India

Pragati Ki Neev

Childrens Day

Children’s Day Celebration is conducted across our Business Partner Outlets Pan India. Games, Drawing and Essay Competition for children are organized along with session on Children’s Career opportunities for the Parents.

Pragati Ki Neev

SIP Carnival

SIP Carnival is organized in our various Partner outlets. Here the client’s families participate in multiple games that relate to their goal achievement and financial Planning. These activities help partners to engage in an informal environment with their clients to discuss and know about the different aspects of long term investment.

Pragati Ki Neev

Senior Citizens Week

Senior Citizens Week is celebrated in the first week of October. The Parents of Clients are invited to celebrate and share their stories, perform their favorite song. The session turns out very exciting with their enthusiastic participation. Important financial advices like will drafting and investment are discussed with the participants.

Pragati Ki Neev

Gyan Dhara

Customers are regularly invited for information sessions and training on various products like equity, margin, FnO, Mutual Funds etc. ICICIdirect Relationship Manager assist our Business partners to conduct these sessions at their outlets. These sessions have proved to increase client engagement and assist our partners to introduce new products to their clients.

Pragati Ki Neev

Engage

Regular engagement meet is conducted with our IA/IFAs in major cities pan India. Information on Products, Markets and sales strategy is discussed. Performers and acknowledged for their contribution through accolades and rewards.

Pragati Ki Neev

Circle of Excellence

A platform for Reward and Recognition for our Top Mutual Fund Distributors.

Pragati Ki Neev

Convergence

Engagement and Reward and Recognition Platform for our Authorized Person in top locations Pan India

List of deactivated Sub-Broker & Authorised Person since April 01, 2012.
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