PCG - Wealth Manager

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 11 hours ago
7-10 years
Bengaluru
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 11 Jan 2027

Posted: 11 hours ago
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Job Description

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/ new 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 vinith.yadav@branch.sharekhan.com or whatsapp-7338112258

Skills

AifAdvisoryPMServicingAcquisitionClient HandlingWealth ManagementAdvisory ServicesAsset AllocationCross SellingSellingBrokingWealth Manager

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About Company

Founded in 2000 and a subsidiary of BNP Paribas since November 2016, Sharekhan was one of the first brokers to offer online trading in India. With 16 lakh customers, 153 branches and more than 2400 business partners spread across over 575 locations, Sharekhan is one of the largest brokers in India. Sharekhan offers a wide range of savings & investment solutions including equities, futures and options. currency trading, portfolio management, research and mutual funds and investor education. On an average, Sharekhan executes more than 400,000 trades daily

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