PCG - Advisory Manager

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