Advisory Relationship Manager

Sharekhan; Mumbai; On-site; INR 900,000 - 1,200,000; Full time

Job summary

Sharekhan is seeking an experienced professional to achieve business targets in the wealth management space in Mumbai. The role focuses on broking revenue, cross-selling Sharekhan products, and servicing HNI clients within the One segment.

Strong advisory and client service skills are essential for success. Ideal candidates have a minimum of 5 years in HNI client handling and wealth management, with a track record of driving revenue through asset allocation and partnerships within the Sharekhan

Qualifications

• Preferred candidate profile: Strong background in high-net-worth client handling and wealth management.

Responsibilities

• Achieve the business target including broking revenue.
• Cross-sell third-party and in-house Sharekhan products.
• Service existing/newly acquired Sharekhan One segment clients.
• Generate interest income using LAS/EMF/IPO funding.
• Provide high-level advisory and operational support with timely solutions.
• Drive revenue through broking and cross-selling initiatives.
• Understand client profiles and suggest portfolio/asset allocation.
• Manage brokerage revenue, asset gathering, and interest income targets for Sharekhan One.

Job description

Role & responsibilities

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

Preferred candidate profile

Candidate must have min. 5 years experience in HNI client handling and Wealth Management.