AddressAdvisory 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
