Advisory Manager- PCG

7.00 to 12.00 Years Chennai 12 Mar, 2024

Job Location	Chennai
Education	Not Mentioned
Salary	Rs 7 - 16 Lakh/Yr
Industry	Broking
Functional Area	Securities Trading
EmploymentType	Full-time

Job Description

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/ new acquired 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
Generate interest income
Understanding of clients profile and suggest Portfolio/ Asset Allocation

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

Keyskills :
hni acquisitionequitywealth advisory

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Advisory Manager- PCG

Job Description

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