Advisory Manager - PCG

Riverforest Connections

6 - 11 years

8 - 13 Lacs

chennai

Posted:2 weeks ago| Platform:

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Skills Required

nism mutual funds cross selling equity advisory broking revenue hni client handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

To Generate Broking Revenue, Cross Sell third-party products such as Mutual Funds, PMS and AIF, generate interest income,

acquiring new clients and reactivating old dormant clients, client servicing.

Direct Responsibilities:

The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue
Cross-selling third-party products and also inhouse products launched by Company from time to time
Servicing to existing/newly acquired clients ,One segment.
Generate Interest Income by using LAS/EMF/IPO funding.
To ensure the highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment.
To achieve Revenue target through broking and cross-selling products launched by the Company from time to time
Generate interest income
Understanding of client's profile and suggesting Portfolio/ Asset Allocation

Contributing Responsibilities:

Brokerage Revenue / Asset gathering/Interest Income as per the target set for Company 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

Specific Qualifications

Good communication skill
Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products Technical & Behavioural Competencies
experience in the financial services industry and relevant regulatory certifications like NISM & AMFI is a must
Aware about the diverse investment products and well-updated with the market information
Ability to coordinate with team members

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