Dear Candidates,

We have an urgent opening for Equity Advisory Manager role

Location Ahmedabad

Relevant candidates can share your cv to [email protected]

Equity Advisory Manager PCG

Responsibilities
Direct 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 in house 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
Technical & Behavioural Competencies





Specific Qualifications (if required)- Graduate / Postgraduate
- Good communication skill
- Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related productsSkills ReferentialBehavioural Skills: (Please select up to 4 skills)AdaptabilityDecision MakingClient focusedPersonal Impact / Ability to influenceTransversal Skills: (Please select up to 5 skills) Ability to understand, explain and support changeAnalytical AbilityAbility to anticipate business / strategic evolutionChoose an item.Choose an item.Education Level: Bachelor Degree or equivalent Experience LevelAt least 5 yearsOther/Specific Requirements (if any)NANA
Key Performance Indicators (KPI)

Performance Evaluation CategoryPerformance ObjectivesIndicative WeightagesKey Performance Indicators (KPIs)Revenue & Target achievement of all business lines of the RegionRevenue Broking
25%100% target achievement over 1 year indicates that you are on track for your sales goals to grow your businessCross Selling : MF, PMS, AIF & Other Products25%Interest : LAS, EMF & IPO Funding15%New Client Acquisition Acquiring New to SK / Current to Segment Clients15%Risk/complianceAdherence to Risk/Compliance policy 10%NPSClient experience & feedback
10%.

📌 Equity Advisory Manager (Gujarat)
🏢 Sharekhan
📍 Gujarat