Advisory Manager PCG (Wealth RM) - Leading stock broking firm - 5 days

Job Description:

Need a candidate who is from broking industry and has very good experience in Broking especially in FNO. Preferred Minimum 5 Plus years of experience in broking. Only Male Candidate, NISM – 5A & 8   

JOB TITLE : ADVISORY MANAGER

 AREA OF RESPONSIBILITY:

The primary responsibility of Advisory Manager is to Generate Broking Revenue, Cross Sell third party products such as Mutual Funds, PMS and AIF, generate interest income , acquiring new clients and reactivating old dormant clients, client servicing, RM will report to Team Leader /City Head.

MAIN 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 inhouse products launched from time to time, servicing to existing/ new acquired clients of company.

Also generate Interest Income by using LAS/EMF/IPO funding. 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 GUARANTEE:

● To achieve Revenue target through broking and cross selling products launched by the company 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 company
● 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

REQUIRED QUALIFICATION'S:

● Graduate / Post Graduate
● Good communication skill
● Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products

JOB DESCRIPTION

ESSENTIAL FUNCTIONAL SKILLS/ COMPETENCIES

● 7 years of work experience in the financial services industry and relevant regulatory certifications like NISM & AMFI is a must
● Aware about the diverse investment products and well updated with the market information
● Ability to co-ordinate with team members

PERSONAL SKILLS:

● Strong communication & written skills.
● Fluency in local language would be an added advantage
● Excellent interpersonal skills
● Willingness to learn and adapt

Cross Selling : MF, PMS, AIF & Other