Pcg Dealer

Greetings from APEX SERVICES

Designation- PCG DEALER

Role-HNI Dealer

CTC- upto-12 LPA + incentive + other benefit

Relationship Manager- PCG Dealing

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

1. To ensure active management of clients && achieve the target active AUM.2. To be responsible for identifying customer needs, assessing their risk appetite and providing    them investment options.3. To provide regular updates to the clients regarding the market changes and subsequent changes    to the portfolio.4. To achieve healthy revenues without compromising on clients profitability.5. To have clear focus on client mining.6. To conduct regular Client Meetings && update the same in the meeting tracker.7. To attain maximum reach of investment ideas/stock calls initiated.8. To assist in new client acquisition, building new relationships and increasing depth in existing    relationships.9.Keep abreast of the market news, financial trends and current affairs.10. To attend post result concals, analyst meets for improved client servicing.

SKILLS && KNOWLEDGE

1. Graduate / Post graduate with 4 to 8 years of experience2. Proficiency in economics, accounting, financial statements and/or statistics3. Familiarity with financial risk management strategies4. Should have good communication && presentation skills.5. Should be a self-starter, proactive && target oriented.6. Should possess strong networking && relationship building skills

apex.snehil@gmail.com