Equity Dealer cum Advisor - PCG (Pvt Client Group) Broking

Quick Turtle

5 - 9 years

5 - 9 Lacs

Mumbai Maharashtra India

Posted:2 weeks ago| Platform: Foundit logo

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Skills Required

Trading Financial Advisory Client Management Record Keeping Risk Management Client Acquisition

Work Mode

On-site

Job Type

Full Time

Job Description

Equity Dealer cum Advisor

Key Responsibilities

Trading / Dealing:
Execute trades in Shares/Stocks/Equities on behalf of clients with a commitment to
0% dealing error
.
Client Advisory:
Advise clients on which scripts to Buy / Sell / Hold, leveraging both the company's Research Reports and your own comprehensive market knowledge.
Client Management:
Maintain clients in an
active category
as per defined organizational norms.
Proactively
activate dormant clients
through effective engagement strategies.
Resolve client queries
promptly and efficiently, ensuring high levels of satisfaction.
Record Keeping & Liaison:
Maintain accurate records of business activities on internal software systems.
Liaison with branches to drive revenue generation and facilitate query resolution.
Compliance & Risk Management:
Adhere strictly to
Risk Management and Settlement guidelines
.
Ensure full
compliance
as per various regulatory and organizational guidelines.
Client Acquisition:
Acquire high-quality PCG clients with a minimum investment potential greater than
?25 Lacs
, utilizing networking, database leads, market intelligence, and references from existing clients.

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