Reports to: - City Head

Area Of Responsibility:

Provide a brief description of the overall purpose of the position, why this position exists and how it will contribute in achieving the teams goal.

As existing RM resigned and we are replacing the same position with new ARM.

Responsibilities

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 in house products launched by Sharekhan from time to time, servicing to existing/ new acquired clients of Sharekhan One segment. Also generate Interest Income by using LAS/EMF/IPO funding. To ensure highest level of service to customers interms of advisory and also operational issues and give timely solutions for the same which will play a differentiature for this segment.

TO Guarantee:

- 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.

To Contribute:

- Brokerage Revenue / Asset gathering/Interest Income as per the target set for Sharekhan One S
- 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 / Post Graduate or MBA
- NISM Certification

Skills Referential Behavioural Skills: (Please select up to 4 skills)

- Ability to collaborate / Teamwork
- Personal Impact / Ability to influence
- Organizational skills
- Ability to deliver / Results driven

Transversal Skills: (Please select up to 5 skills)

- Ability to understand, explain and support change
- Ability to manage a project

Education Level:

Bachelor Degree or equivalent

Experience Level - At least 7 years

Key Performance Indicators (KPI)

- Performance Evaluation Category / Performance Objectives / Indicative Weightages / Key Performance Indicators (KPIs) -
- Revenue & Target achievement of all business lines of the Region
- Revenue - Broking - 25%
- 100% target achievement over 1 year indicates that you are on track for your sales goals to grow your business
- Cross Selling : MF, PMS, AIF & Other Products - 25%
- Interest : LAS, EMF & IPO Funding - 15%
- Recent Client Acquisition - Acquiring New to SK / New to Segment Clients - 15%
- Risk/compliance - Adherence to Risk/Compliance policy - 10%
- NPS - Client experience & feedback - 10%.

📌 Advisory Manager - PCG (Hyderabad)
🏢 Sharekhan
📍 Hyderabad