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Genxhire Services
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Advisory Manager

Advisory Manager

Genxhire Services

6 - 11 years

6 - 11 Lacs

chennai

Posted:Just now| Platform:

Apply

Skills Required

hni sales cross selling portfolio management services pms wealth management hni mutual funds portfolio management global equity aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

The 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 products
Generate interest income.
Understanding of clients profile & suggesting Portfolio/Asset allocation.
Brokerage revenue/ Asset gathering/ interest income as per target set
Effective & seamless client handling
To improve & maintain client activity ratio by activating clients across segments.

Preferred candidate profile

Portfolio management

NISM - 8

NISM - 5A

AIF

Weath Management

HNI

NRI

shravani.m@genxhire.in

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