PCG - Advisory Manager

Sharekhan

4 - 6 years

4 - 6 Lacs

Mumbai Maharashtra India

Posted:5 days ago| Platform: Foundit logo

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Skills Required

Broking Revenue Cross Selling LAS IPO funding asset allocation Asset gathering

Work Mode

On-site

Job Type

Full Time

Job Description

Roles and 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 inhouse products launched by Sharekhan from time to time
Servicing existing/ newly acquired clients of Sharekhan 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 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
Generate interest income
Understanding of clients profile and suggest Portfolio/ Asset Allocation

Contributing Responsibilities :

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

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