HNI Equity Dealer
4 weeks ago
We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL processes lakhs of secondary market trades every day.
A one stop shop to clients Investment needs in-Direct stock trading, MF/PMS/AIF/Bonds/Corporate FD’s, Global equity investments, Unlisted & Pre IPO funds, Credit Solutions- LAS, ESOP financing, IPO funding, Business & Consumer loans, and Life & General Insurance, Estate planning among others.
Position Summary
We are looking at expanding our PCG Dealing as we feel in the current regulatory environment a broking house will be better placed in comparison to a bank to offer interesting & effective investment products to clients.
Also PCG Dealing in the broking house understand the pulse of the markets since they have lot of access to quality research.
Position : Private Client Group - PCG Dealing
Reporting to : Vice President
Locations : Bangalore, Hyderabad, Chennai
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
Preferred Eligibility
- Minimum of 4+ years of experience as a Equity Dealer/trader in a broking firm.- Certified in NISM/NCFM VIII certificate is Mandatory.- Must have a sound understanding/knowledge of capital markets.
If you wish to apply for this job position, please send in your application to
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