PCG Sales Trader
2 weeks ago
Key responsibilities and accountabilities
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 clients profitability
To have clear focus on client mining
To conduct regular Client Meetings & update the same in the meeting tracker
To attain maximum reach of investment ideas/stock calls initiated
To assist in new client acquisition, building new relationships and increasing depth in existing relationships
Keep abreast of the market news, financial trends and current affairs
10. To attend post result concals, analyst meets for improved client servicing
JS for PCG Sales Trader
Skills & Knowledge
Graduate / Post graduate with 3 to 8 years of experience
MBA in finance (preferred)
Proficiency in economics, accounting, financial statements and/or statistics
Familiarity with financial risk management strategies
Should have good communication & presentation skills.
Should be a self-starter, proactive & target oriented.
Should possess strong networking & relationship building skills
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