Advisory Manager - PCG

Area Of Responsibility:

Provide a brief description of the overall purpose of the position, why this position exists and how it will contribute in achieving the teams goal.

As existing RM resigned and we are replacing the same position with new ARM.

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 in house 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 the Sharekhan 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 Sharekhan One S
• 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