Advisory Relationship 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 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

Preferred candidate profile

Candidate must have min. 5 years experience in HNI client handling and Wealth Management.