Equity Dealer cum Advisor

1 week ago

Mumbai, India Quick Turtle Full time

Job Description QuickTurtle is seeking a proficient Equity Dealer cum Advisor to join our Private Client Group (PCG) Broking team. This dual-role requires a professional who can execute trades flawlessly, provide astute market advice to HNI clients, and actively contribute to client acquisition and retention. Key Responsibilities - Trading / Dealing: Execute trades in Shares/Stocks/Equities on behalf of clients with a commitment to 0% dealing error. - Client Advisory: Advise clients on which scripts to Buy / Sell / Hold, leveraging both the company's Research Reports and your own comprehensive market knowledge. - Client Management: - Maintain clients in an active category as per defined organizational norms. - Proactively activate dormant clients through effective engagement strategies. - Resolve client queries promptly and efficiently, ensuring high levels of satisfaction. - Record Keeping & Liaison: - Maintain accurate records of business activities on internal software systems. - Liaison with branches to drive revenue generation and facilitate query resolution. - Compliance & Risk Management: - Adhere strictly to Risk Management and Settlement guidelines. - Ensure full compliance as per various regulatory and organizational guidelines. - Client Acquisition: Acquire high-quality PCG clients with a minimum investment potential greater than 25 Lacs, utilizing networking, database leads, market intelligence, and references from existing clients.

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