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    Job · 21689432

    BENGALURU · FULLTIME

    PCG - Wealth Manager

    Sharekhan

    Sharekhan

    Bengaluru · onsite · Posted 1d ago

    Sourced fromNaukri
    Undisclosed7–10 yrsfulltimeBengaluru

    About a minute. You'll make an account on the way through.

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    Section · 01

    About this role

    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]

    Sourced from naukri

    Section · 02

    Skills

    PMSAifUltra HniMutual FundsFinancial AdvisoryHni PortfolioPortfolio ManagementWealth ManagementHNI AcquisitionAdvisory ServicesHNI Client Handling

    Section · Company

    About Sharekhan

    Sharekhan

    Sharekhan

    Financial Services

    3.5k+

    employees

    2000

    26 years old

    Mumbai,Maharashtra

    India

    About

    Mirae Asset Sharekhan offers a comprehensive range of trading and investment solutions, including equities, futures and options, portfolio management services, research, mutual funds and investor educ

    Industries

    Financial ServicesInternet

    Employee ratings

    1,365 reviews

    3.7/ 5

    Culture

    3.6

    Career growth

    2.9

    Work-life

    3.7

    Employees rate it well for

    Salary156Work Environment131Work Culture109Career Growth89Work Life Balance84

    Find them on

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    PCG - Wealth Manager · waiting for your command