PCG Dealer

DescriptionJOB ROLE· To manage the product team.· To manage the relationship with external fund houses which are product manufacturers.· To implement relevant strategic & tactical management initiatives.· To support the channel by assisting them with timely reverts on their MIS related queries.· To analyze and data mine to generate relevant reports and...

Key ResponsibilitiesMust have experience in Equity Dealing of HNI Clients.Handling Business Development Activity & Supporting HNI Group to enhance Business & increasing productivity of HNI vertical.Helping in Advisory of Equity, Derivatives, CurrencyHNI Client Relationship ManagementExperience- Candidate should have minimum 3-5 yrs HNI client servicing...

DescriptionTo ensure active management of clients & achieve the target  active AUMTo be responsible for identifying customer needs, assessing their risk appetite and providing them investment optionsTo provide regular updates to the clients regarding the market changes and subsequent changes to the portfolioTo achieve healthy revenues without compromising...

1)Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2)Advise clients on which scripts to Buy Sell Hold, basis company's Research Report and own market knowledge.3)Update clients for orders and trade on the recorded line.4)Maintain active clients as per the defined norms.5)Activate dormant clients.6)Ensure resolution of...

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error.2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge.3) Keep clients in active category as per the defined norms.4) Activate dormant clients.5) Resolve client querries.6) Maintain records of business on...

Bajaj Broking is a 100% subsidiary of Bajaj Finance Limited offering wide spectrum of Capital Market Solutions covering Equities, Mutual funds, corporate deposits, Bonds, Insurance & Loans which are been offered to Corporates, High-net-worth individuals, and Families.Roles And Responsibilities:Client acquisition Capturing at least 4-5 new HNI/UHNI/PCG...

DescriptionKey responsibilities and accountabilities · To manage a team of dealers and drive business through them.· To ensure active management of clients & achieve the target  active AUM· To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options· To provide regular updates to the clients...

To manage the product team. - To manage the relationship with external fund houses which are product manufacturers. - To implement relevant strategic & tactical management initiatives. - To support the channel by assisting them with timely reverts on their MIS related queries. - To analyze and data mine to generate relevant reports and outputs which impact...

**JOB ROLE** - To manage the product team. - To manage the relationship with external fund houses which are product manufacturers. - To implement relevant strategic & tactical management initiatives. - To support the channel by assisting them with timely reverts on their MIS related queries. - To analyze and data mine to generate relevant reports and outputs...

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...

To ensure active management of clients & achieve the target active AUM - To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options - To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio - To achieve healthy revenues without compromising on...

❖ Responsible for acquiring & upselling to quality clients through networking, database and market intelligence and be the one point of contact for these high net-worth clients ❖ Promote Sales of third party products - Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, AIF and other Structure Products ❖ He/she should...

**Activation of HNI & UHNI Clients - with help of Research** **Advising on Existing Portfolios, Churning and suggesting strategies** **Responsible for executing the trade on behalf of the client & maintaining regular relations with clients** **Monthly incentive PlanProducts - Equity, Derivatives,MF ( NO - Insurance )** **Job Types**: Full-time,...

Job Description - Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. - Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. - Update clients for orders and trade on the recorded line. - Maintain active clients as per the defined norms. - Activate dormant clients....