PCG Dealer / Manager / Sr Manager / AVP / DVP

5 - 10 years

8 - 18 Lacs

Mumbai, Delhi / NCR

Posted:1 week ago| Platform: Naukri logo

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Skills Required

Equity Advisor Brokerage Generation Equity Broking Share Broking Terminal Revenue Generation PCG Advisor Stock Broking Capital Market HNI Dealer Equity Advisory PCG Dealer Equity Trading Equity Market Online Trading Derivatives Trading

Work Mode

Work from Office

Job Type

Full Time

Job Description

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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