▷ [Immediate Start] PCG - Advisory Manager

2 weeks ago

Mumbai, India Sharekhan Full time

Job Description Roles and Responsibilities: - The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue - Cross selling third party products and inhouse products launched by Sharekhan from time to time - Servicing existing/ newly acquired clients of Sharekhan One segment. - Generate Interest Income by using LAS/EMF/IPO funding. - To ensure the highest level of service to customers in terms of advisory and operational issues and give timely solutions for the same which will play a differentiator for this segment. - To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time - Generate interest income - Understanding of clients profile and suggest Portfolio/ Asset Allocation Contributing Responsibilities : - Brokerage Revenue / Asset gathering/Interest Income as per the target set for Sharekhan One Segment - To handle the assigned clients in a very effective and seamless manner - To improve and maintain the client activity ratio by activating clients across the segments

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    2 days ago

    Mumbai, India For a Leading Stock Broking and Investment Firm Full time

    Company Description For a Leading Stock Broking and Invesment Advisory Firm with legacy of great performance. Role Description This is a full-time remote position for a PCG Dealing and Advisory Head. The position involves overseeing and managing the Private Client Group (PCG) dealing desk, developing and executing advisory strategies, and providing...

  • PCG Dealing and Advisory Head

    2 days ago

    Mumbai, India For a Leading Stock Broking and Investment Firm Full time

    Company DescriptionFor a Leading Stock Broking and Invesment Advisory Firm with legacy of great performance.Role DescriptionThis is a full-time remote position for a PCG Dealing and Advisory Head. The position involves overseeing and managing the Private Client Group (PCG) dealing desk, developing and executing advisory strategies, and providing high-quality...

  • PCG Dealing and Advisory Head

    1 day ago

    Mumbai, India For a Leading Stock Broking and Investment Firm Full time

    Company Description For a Leading Stock Broking and Invesment Advisory Firm with legacy of great performance. Role Description This is a full-time remote position for a PCG Dealing and Advisory Head. The position involves overseeing and managing the Private Client Group (PCG) dealing desk, developing and executing advisory strategies, and providing...

  • PCG Dealing and Advisory Head

    1 day ago

    Mumbai, India For a Leading Stock Broking and Investment Firm Full time

    Company DescriptionFor a Leading Stock Broking and Invesment Advisory Firm with legacy of great performance.Role DescriptionThis is a full-time remote position for a PCG Dealing and Advisory Head. The position involves overseeing and managing the Private Client Group (PCG) dealing desk, developing and executing advisory strategies, and providing high-quality...

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