Advisory Manager-PCG
2 days ago
Role & responsibilities
The main responsibility consists of achieving Business targets set, which includes-broking revenue along with cross-selling, third party products & in house products launched by Sharekhan time to time, servicing to existing/ new acquired clients of Sharekhan 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 launched by Sharekhan.
- Generate interest income.
- Understanding of clients profile & suggesting Portfolio/Asset allocation.
- Brokerage revenue/ Asset gathering/ interest income as per target set for Sharekhan One.
- Effective & seamless client handling
• To improve & maintain client activity ratio by activating clients across segments.
Preferred candidate profile
- Fluency in local language is an added advantage
- Excellent interpersonal skills and must be a team player
- Must be process oriented and must be willing to learn and adapt
- Self motivated
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