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Advisory Manager

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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.