Pcg Dealer
- One leading broking
- 20 Positions
- Delhi, NCR
- 6 months ago
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Job Description
Greetings from APEX SERVICES
Designation- PCG DEALER
Role-HNI Dealer
CTC- upto-12 LPA + incentive + other benefit
Relationship Manager- PCG Dealing
KEY RESPONSIBILITIES AND ACCOUNTABILITIES
1. To ensure active management of clients && achieve the target active AUM.
2. To be responsible for identifying customer needs, assessing their risk appetite and providing
them investment options.
3. To provide regular updates to the clients regarding the market changes and subsequent changes
to the portfolio.
4. To achieve healthy revenues without compromising on clients profitability.
5. To have clear focus on client mining.
6. To conduct regular Client Meetings && update the same in the meeting tracker.
7. To attain maximum reach of investment ideas/stock calls initiated.
8. To assist in new client acquisition, building new relationships and increasing depth in existing
relationships.
9.Keep abreast of the market news, financial trends and current affairs.
10. To attend post result concals, analyst meets for improved client servicing.
SKILLS && KNOWLEDGE
1. Graduate / Post graduate with 4 to 8 years of experience
2. Proficiency in economics, accounting, financial statements and/or statistics
3. Familiarity with financial risk management strategies
4. Should have good communication && presentation skills.
5. Should be a self-starter, proactive && target oriented.
6. Should possess strong networking && relationship building skills
Kindly reply with updated CV on ap********l@gm**l.com if you are interested for the mentioned Job Role. you can call also on hidden_mobile
Employement Category:
Employement Type: Full timeIndustry: BrokingRole Category: Securities TradingFunctional Area: Not SpecifiedRole/Responsibilies: Pcg DealerContact Details:
Company: Apex Services. HiringLocation(s): Delhi, NCR
Keyskills: equity advisory stockbroking share market equity sales hni client handling hni acquisition equity market senior dealer equity dealer
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