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Advisory Manager

7.00 to 12.00 Years   Chennai   24 Mar, 2023
Job LocationChennai
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    JOB DESCRIPTION:AREA OF RESPONSIBILITY:The primary responsibility of Relationship Manager is to Generate Broking Revenue, Cross Sell third party products such as Mutual Funds, PMS and AIF, generate interest income , acquiring new client sand reactivating old dormant clients, client servicing, RM will report to Team Leader /City Head.Main Responsibility: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 Sharekhan from time to time, servicing to existing/ new acquired clients of Sharekhan One segment. 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 launched by theSharekhan from time to time 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 for SharekhanOneSegment 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 segmentsRequired Qualification:Graduate / Post Graduate Good communication skill Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment ,MF, PMS, AIF and all related products.Interested Candidate can apply in the Job Post or can reply with the below information required in the addressed email Id:hidden_emailC. Location-Pref. Location-EXP-C.CTC-E.CTC

Keyskills :
equitymutual fundscommoditycurrencyderivatives

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