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Equity Dealer cum Advisor - PCG Broking

Equity Dealer cum Advisor - PCG Broking

QuickTurtle

5 - 7 years

7 - 9 Lacs

Mumbai Ahmedabad Surat

Posted:11 hours ago| Platform:

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Skills Required

Equity Dealing PMS PCG Broking Equity Broking revenue generations MF investment management financial portfolio Risk management

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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