- 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 inhouse 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