Advisory Manager

2 days ago

Chennai, Tamil Nadu, India Riverforest Connections Full time ₹ 9,00,000 - ₹ 12,00,000 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

  • Advisory Manager

    1 day ago

    Chennai, Tamil Nadu, India Genxhire Services Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    ResponsibilitiesThe 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...

  • Manager Transaction Advisory Services

    4 weeks ago

    Chennai, Tamil Nadu, India Bahwan CyberTek Full time

    Designation: Manager Location: Chennai Job Summary: The Transaction Advisory Services (TAS) Manager will lead financial due diligence engagements for middle-market US clients, working closely with onshore and offshore teams. The role involves managing buy-side and sell-side due diligence, working capital analysis, and transaction structuring. The Manager...

  • Manager Transaction Advisory Services

    3 weeks ago

    Chennai, Tamil Nadu, India Bahwan CyberTek Full time

    Designation: ManagerLocation: Chennai Job Summary:The Transaction Advisory Services (TAS) Manager will lead financial due diligence engagements for middle-market US clients, working closely with onshore and offshore teams. The role involves managing buy-side and sell-side due diligence, working capital analysis, and transaction structuring. The Manager will...

  • Manager Transaction Advisory Services

    3 weeks ago

    Chennai, Tamil Nadu, India Bahwan CyberTek Full time

    Designation: ManagerLocation: Chennai Job Summary:The Transaction Advisory Services (TAS) Manager will lead financial due diligence engagements for middle-market US clients, working closely with onshore and offshore teams. The role involves managing buy-side and sell-side due diligence, working capital analysis, and transaction structuring. The Manager will...

  • Manager Transaction Advisory Services

    3 weeks ago

    Chennai, Tamil Nadu, India Bahwan CyberTek Full time

    Designation: ManagerLocation: ChennaiJob Summary:The Transaction Advisory Services (TAS) Manager will lead financial due diligence engagements for middle-market US clients, working closely with onshore and offshore teams. The role involves managing buy-side and sell-side due diligence, working capital analysis, and transaction structuring. The Manager will...

  • Senior Manager Transaction Advisory

    2 days ago

    Chennai, Tamil Nadu, India Bahwan CyberTek Full time US$ 90,000 - US$ 1,20,000 per year

    Position Summary:The Transaction Advisory Services (TAS) Senior Manager will lead financial due diligence engagements for middle-market US clients, working closely with onshore and offshore teams. The role involves managing buy-side and sell-side due diligence, working capital analysis, and transaction structuring. The Manager will play a key role in client...

  • Transaction Advisory

    2 days ago

    Chennai, Tamil Nadu, India Bahwan CyberTek Full time US$ 1,50,000 - US$ 2,00,000 per year

    Position Summary:The Transaction Advisory Services (TAS) Manager will lead financial due diligence engagements for middle-market US clients, working closely with onshore and offshore teams. The role involves managing buy-side and sell-side due diligence, working capital analysis, and transaction structuring. The Manager will play a key role in client...

  • Advisory Manager-PCG

    1 day ago

    Chennai, Tamil Nadu, India Sharekhan Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Role & responsibilitiesThe 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...

  • Manager Capital Markets and Accounting Advisory

    23 hours ago

    Chennai, Tamil Nadu, India Acme Services Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Hiring for one of the Big 4 Chennai Location Qualification: CAExperience: 4+ Years Key Skills: Accounting Advisory, GAAP, IFRS

  • VP/SVP - Strategic Advisory and Valuation

    2 weeks ago

    Chennai, Tamil Nadu, India Anarock Property Consultants Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    We are seeking a dynamic and experienced AVP/DVP/VP to join ourConsulting/Valuation team. This role is pivotal in driving our engagements with governmentalbodies and agencies, providing expert counsel on real estate development, policy formulation,and regulatory compliance.Position Goals:Strategic planning and Robust Business development of the regionOwning...