HNI Equity Dealer
1 month ago
Position SummaryWe 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 DealingReporting to : Vice PresidentLocations : Bangalore, Hyderabad, Chennai
ResponsibilitiesManaging financial portfolios of and on boarding High net-worth individuals and Corporate ClienteleResponsible 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 portfolioAttain maximum reach of investment ideas/stock calls initiatedAchieve healthy revenues without compromising on clients profitabilityEnsure active management of clients & achieve the target active AUMHave clear focus on client miningAssist in new client acquisition, building new relationships and increasing depth in existing relationshipsConduct regular Client Meetings & update the same in the meeting trackerKeep abreast of the market news, financial trends and current affairs
Preferred EligibilityMinimum 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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