PCG Advisory Manager

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.

Interested candidates send me resume to vinith.yadav@branch.sharekhan.com or watsapp-7338112258