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Equity Dealer cum Advisor - PCG Broking

5 - 7 years

5 - 15 Lacs

Mumbai, Ahmedabad, Surat

Posted:4 weeks ago| Platform: Naukri logo

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Skills Required

Equity Advisory Mutual Funds PMS Equity Trading Risk management AIF

Work Mode

Work from Office

Job Type

Full Time

Job Description

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 internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 10) Acquire quality PCG clientsn with minimum investment potention > Rs.25 Lac through networking, database, market intelligence and references from existing clients. 11) Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation Location-Mumbai,Ahmedabad,Surat,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur,Chandigarh,Delhi, NCR, Vadodra

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