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/ current 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 protected] or whatsapp-(phone hidden)
📌 PCG - Wealth Manager (Bengaluru)
🏢 Sharekhan
📍 Bengaluru