Advisory Manager - Broking (7-12 yrs)

AREA OF RESPONSIBILITY :

The primary responsibility of Advisory Manager is 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, RM will report to Team Leader /City Head .

MAIN RESPONSIBILITIES :

- The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue along with cross selling third party products and also inhouse products launched by

- Also generate Interest Income by using LAS/EMF/IPO funding. To ensure highest level of service to customers interms of advisory and also operational issues and give timely solutions for the same which will play a differentiature for this segment.

TO GUARANTEE:

- To achieve Revenue target through broking and cross selling products

- Generate interest income

- Understanding of clients profile and suggest Portfolio/ Asset Allocation.

TO CONTRIBUTE:

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

- 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

REQUIRED QUALIFICATION'S:

- Graduate / Post Graduate

- Good communication skill

- Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products