Advisory Manager - Equity & Third Party Investment Products

Advisory Manager - Equity & Third Party Investment Products

Responsibilities:

- Achieve the Business Target set for them which includes Broking Revenue , Future & Options (F&O).

- Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products launched by the company.

- Servicing to existing/ new acquired clients of the company.

- 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 by the company from time to time.

- Generate interest income

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

- To improve and maintain the client activity ratio by activating clients across the segments