10 Hni Dealer Jobs

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

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

*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)***

*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)***

*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)***

*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

*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)***

*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)***

Job Title: Equity Portfolio Advisor Location: Ahmedabad Role & Responsibilities: Generate brokerage primarily by advising clients on their equity portfolios. Build and maintain long-term relationships with clients to ensure high retention levels, while actively focusing on acquiring new clients. Stay updated on market trends and developments to provide relevant and timely advice. Ensure all activities are in full compliance with industry regulations and risk management guidelines. Provide regular updates to clients on their orders and portfolio performance. Cross-sell third-party investment products such as mutual funds, SIPs, and PMS. Preferred Candidate Profile: Educational Qualification: Graduate with a minimum of 50% marks. Experience: Candidates with at least 6 months of experience, preferably from the stock market sector. Preferred Background: A strong interest or background in the stock market. Perks & Benefits: Competitive incentives and performance-based appraisals. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Yash:9156902218.

Job Title: HNI Equity Portfolio Advisor Location: Mumbai Role & Responsibilities: Generate brokerage primarily by advising clients on their equity portfolios. Build and maintain long-term relationships with clients to ensure high retention levels, while actively focusing on acquiring new clients. Stay updated on market trends and developments to provide relevant and timely advice. Ensure all activities are in full compliance with industry regulations and risk management guidelines. Provide regular updates to clients on their orders and portfolio performance. Cross-sell third-party investment products such as mutual funds, SIPs, and PMS. Preferred Candidate Profile: Educational Qualification: Graduate with a minimum of 50% marks. Experience: Candidates with at least 6 months of experience, preferably from the stock market sector. Preferred Background: A strong interest or background in the stock market. Perks & Benefits: Competitive incentives and performance-based appraisals. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Yash:9156902218.