Job Title:
Advisory Manager PCG
Date:
31 May 2023
Location:
Chennai
Sub Department
Business RM Reports to:
(Direct)
City Head
Grade:
(if applicable)
M1 & above
(Functional)
NA
People
Manageme
nt
Responsibili
ty(Y/N)
NA
Number of
Direct
Reportees:
NA
Position Purpose :
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.
Direct Responsibilities:
The main responsibility of this role is to achieve the Business Target set for them which
includes Broking Revenue
from time to time
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 achieve Revenue target through broking and cross selling products launched by the
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
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
Specific Qualifications (if required)
Graduate / Post Graduate
Good communication skill
Good understanding and knowledge of Equity Derivatives Commodity & Currency
Segment MF PMS AIF and all related products
Technical &Behavioural 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 coordinate with team members
Skills Referential
Behavioural Skills: (Please select up to 4 skills)
Cross selling third party products and also inhouse products launched by company
Servicing to existing/ new acquired clients of organization One segment.
organization One Segment
organization from time to time
Ability to collaborate / Teamwork
Client focused
Communication skills oral & written
Personal Impact / Ability to influence
Transversal Skills:(Please select up to 5 skills)
Ability to understand explain and support change
Ability to anticipate business / strategic evolution
Ability to develop and leverage networks
Analytical Ability
Ability to develop and adapt a process
Education Level: Bachelor Degree or equivalent
Experience Level 7 12 years
Other/Specific Requirements(if any)
Job Title: Advisory Manager - PCG Date: 31 May 2023 Location: Chennai Sub Department Business RM Reports to: (Direct) City Head Grade: (if applicable) M1 & above (Functional) NA People Manageme nt Responsibili ty(Y/N) NA Number of Direct Reportees: NA Position Purpose : 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. Direct Responsibilities: The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue from time to time 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 achieve Revenue target through broking and cross selling products launched by the 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 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 Specific Qualifications (if required) Graduate / Post Graduate Good communication skill Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products Technical &Behavioural 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 Skills Referential Behavioural Skills: (Please select up to 4 skills) Cross selling third party products and also inhouse products launched by company Servicing to existing/ new acquired clients of organization One segment. organization One Segment organization from time to time Ability to collaborate / Teamwork Client focused Communication skills - oral & written Personal Impact / Ability to influence Transversal Skills:(Please select up to 5 skills) Ability to understand, explain and support change Ability to anticipate business / strategic evolution Ability to develop and leverage networks Analytical Ability Ability to develop and adapt a process Education Level: Bachelor Degree or equivalent Experience Level 7 12 years Other/Specific Requirements(if any)