Posted:None|
Platform:
Work from Office
Full Time
Key Responsibilities
Achieve assigned revenue targets through broking and product cross-selling
Generate interest income through lending and funding products (LAS, EMF, IPO funding)
Understand clients financial profiles and suggest asset/portfolio allocations accordingly
Acquire and activate new clients in the Sharekhan One segment
Ensure seamless and effective client handling
Address and resolve advisory and operational issues in a timely manner
Drive brokerage revenue, asset accumulation, and client engagement metrics
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Key Performance Indicators (KPIs)
Performance Area Weightage Key Indicator
Revenue Broking 25% Achieving 100% of annual sales targets
Cross-Selling (MF, PMS, AIF, etc.) 25% Product-wise cross-sell targets
Interest Income (LAS, EMF, IPO) 15% Interest income targets met
New Client Acquisition 15% Number of new clients onboarded
Risk / Compliance 10% Adherence to internal and regulatory policies
NPS (Client Experience) 10% Positive feedback and satisfaction ratings
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Technical & Behavioural Competencies
Fluency in the local language (Tamil) is preferred
Excellent interpersonal and communication skills (oral & written)
Process-oriented with a learning mindset
Strong client-handling and problem-solving skills
Team player with collaborative approach
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Transversal & Behavioural Skills
Results-driven with a client-first mindset
Team collaboration and ability to manage change
Networking and relationship management
Ability to inspire confidence and guide clients
Skilled in conducting meetings, training, and client sessions
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