Advisory Manager - PCG

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)