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Sharekhan
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Looking For PCG Advisory Manager- Bangalore

Looking For PCG Advisory Manager- Bangalore

Sharekhan

5 - 10 years

10 - 15 Lacs

bengaluru

Posted:20 hours ago| Platform:

Apply

Skills Required

hni hni client handling revenue generation pcg dealing uhni hni acquisition financial advisory advisory cross sales pcg advisor certified financial planner wealth management hni sales hni dealing punching orders wealth generation

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & 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 Sharekhan from time to time
Servicing to existing/ new acquired HNI clients of Sharekhan One Segment.
Generate Interest Income by using LAS/EMF/IPO funding.
To ensure 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 Sharekhan from time to time.
Min 5 years of work 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 co-ordinate with team member.
Brokerage Revenue / Asset gathering/Interest Income as per the target set for Sharekhan
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

Preferred candidate profile

1.Good comm skills and presentable.

2.Need a stable candidate.

3.Some one who is handling HNI/UHNI client Base

4.Should have knowledge in punching order + cross sales

Perks and benefits

Lucrative Incentivized profile.

vinith.yadav@branch.sharekhan.com or watsapp-7338112258

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