PCG Dealer

Duties & Responsibilities:

Managing financial portfolios of and on boarding High net-worth individuals and Corporate Clientele

Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.

Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio

Attain maximum reach of investment ideas/stock calls initiated

Achieve healthy revenues without compromising on clients profitability

Ensure active management of clients & achieve the target active AUM

Have clear focus on client mining

Assist in new client acquisition, building new relationships and increasing depth in existing relationships

Conduct regular Client Meetings & update the same in the meeting tracker

Keep abreast of the market news, financial trends and current affairs

Desire Candidature:

Minimum of 4 years of experience as a Equity trader/trader in current company.

Certified in NISM/NCFM VIII certificate is Mandatory.

Good communication skills, both written and verbal.

Must have a sound understanding/knowledge of capital markets.

Should be result-oriented, self-starter, proactive, good communication skills.