6 - 11 years

6 - 11 Lacs

Posted:2 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description


Advisory Manager
Role & Responsibilities
  • The main responsibility consists of achieving business targets set, which includes broking and servicing existing or newly acquired clients in one segment.
  • Generate advisory and operational issues and provide timely solutions, which will be a differentiator for this segment.
  • Achieve revenue targets through broking and cross-selling products.
  • Generate interest income.
  • Understand clients' profiles and suggest portfolio/asset allocation.
  • Meet brokerage revenue, asset gathering, and interest income targets as set.
  • Ensure effective and seamless client handling.
  • Improve and maintain client activity ratio by activating clients across segments.
Preferred Candidate Profile
  • Portfolio management
  • NISM - 8
  • NISM - 5A
  • AIF
  • Wealth Management
  • HNI
  • NRI

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