PCG - Wealth Manager

The main responsibility consists of achieving Business targets set, which includes-broking revenue along with cross-selling, third party products & in house products launched by Sharekhan time to time, servicing to existing/ new acquired clients of Sharekhan One segment. Also generate advisory & operational issues & give timely solutions which will play a differentiator for this segment.

• To achieve revenue target through broking & cross selling products launched by Sharekhan.
• Generate interest income.
• Understanding of clients profile & suggesting Portfolio/Asset allocation.
• Brokerage revenue/ Asset gathering/ interest income as per target set for Sharekhan One.
• Effective & seamless client handling
• To improve & maintain client activity ratio by activating clients across segments.

Interested candidates can mail CV to [email removed] or whatsapp-[phone removed]