Advisory Manager
4 days ago
Responsibilities
The main responsibility consists of achieving Business targets set, which includes-broking , servicing to existing/ new acquired client One segment.
Also generate advisory & operational issues & give timely solutions which will play a differentiator for this segment.
To Gaurentee:
• To achieve revenue target through broking & cross selling products
• Generate interest income.
• Understanding of clients profile & suggesting Portfolio/Asset allocation.
• Brokerage revenue/ Asset gathering/ interest income as per target set
• Effective & seamless client handling
• To improve & maintain client activity ratio by activating clients across segments.
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