Advisory Manager

2 days ago

Chennai, Tamil Nadu, India Riverforest Connections Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Job Description

To Generate Broking Revenue, Cross Sell third-party products such as Mutual Funds, PMS and AIF, generate interest income,

acquiring new clients and reactivating old dormant clients, client servicing.

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 also inhouse products launched by Company from time to time
  • Servicing to existing/newly acquired clients ,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 also 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 Company from time to time
  • Generate interest income
  • Understanding of client's profile and suggesting Portfolio/ Asset Allocation

Contributing Responsibilities:

  • Brokerage Revenue / Asset gathering/Interest Income as per the target set for Company 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

Specific Qualifications

  • Good communication skill
  • Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products Technical & Behavioural Competencies
  • experience in the financial services industry and relevant regulatory certifications like NISM & AMFI is a must
  • Aware about the diverse investment products and well-updated with the market information
  • Ability to coordinate with team members

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