Equity Dealer : Equity Advisor : HNI @ Chandigarh / Ludhiana GR Recruitments

1.0 - 6.0 years

4 - 6 Lacs

Ludhiana

Work from Office

*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile * Min 1 years experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)***

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Equity Dealer : Equity Advisor : HNI @ Chandigarh / Ludhiana GR Recruitments

1.0 - 6.0 years

4 - 6 Lacs

Chandigarh

Work from Office

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PCG Dealer / Manager / Sr Manager / AVP / DVP Rudra Placement Services

5.0 - 10.0 years

8 - 18 Lacs

Mumbai, Delhi / NCR

Work from Office

PCG Sales Trader 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 To attend post result concals, analyst meets for improved client servicing JS for PCG Sales Trader Skills & Knowledge 1. Graduate / Post graduate with 4 to 10 years of experience 2. MBA in finance (preferred) 3. Proficiency in economics, accounting, financial statements and/or statistics 4. Familiarity with financial risk management strategies 5. Should have good communication & presentation skills. 6. Should be a self-starter, proactive & target oriented. 7. Should possess strong networking & relationship building skills

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PCG-Advisor Halfpace Talent Consultants

4.0 - 9.0 years

5 - 10 Lacs

New Delhi, Ahmedabad, Mumbai (All Areas)

Work from Office

To be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio

Posted 2 months ago

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Equity Dealer : Equity Advisor @ Lucknow GR Recruitments

3.0 - 8.0 years

5 - 6 Lacs

Lucknow

Work from Office

*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile * Min 1 year experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)***

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Equity Dealer : Equity Advisor GR Recruitments

3.0 - 8.0 years

5 - 6 Lacs

Chandigarh, Dehradun, Jaipur

Work from Office

*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile * Min 1 year experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)***

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Manager Equity Dealer : Equity Advisor : HNI Dealer / PCG GR Recruitments

3.0 - 8.0 years

5 - 12 Lacs

Chandigarh, Gurugram, Delhi / NCR

Work from Office

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Manager Equity Dealer : Equity Advisor : HNI Dealer / PCG GR Recruitments

3.0 - 8.0 years

4 - 6 Lacs

Lucknow, Gurugram, Jaipur

Work from Office

*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile * Min 1 years experience in Equity dealing ( Terminal Handling) with any Indian Broking Company

Posted 2 months ago

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