Advisory Manager- Delhi
2 days ago
Role & responsibilities
The main responsibility of this role is to achieve the Business Target set for them, which includes Broking Revenue along with cross-selling third-party products and also in-house products launched by Sharekhan from time to time, servicing to existing/ new acquired clients of Sharekhan One segment. Also 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
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
To achievethe Revenuetarget through brokerageeand andcross-sellingg products launched by Sharekhan from time to time
Generate interestinm Understand profilese and suggest Portfolio/ Asset Allocation
Preferred candidate profile
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