PCG - Advisory Manager

20 hours ago

Mumbai, Maharashtra, India Sharekhan Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Dear Candidate,

Greetings from Mirae Asset Sharekhan

Please find below JD for the role of Advisory Manager PCG

Direct 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

Thanks & Regards

Swapnil Nikhade - HR

Interested candidate can connect on below contact

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