5 - 10 years

8 - 15 Lacs

Posted:19 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description


Advisory Manager PCG
Department
PCG (Private Client Group)
Location
Chennai
Reports to
Regional/Branch Head PCG
People Management 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.
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 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.
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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