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PCG Equity Trader

PCG Equity Trader

Executive Search

2 years

0 Lacs

Raichur Karnataka India

Posted:3 weeks ago| Platform:

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Skills Required

portfolios risk management communication connect

Work Mode

On-site

Job Type

Full Time

Job Description

Department - PCG - Equity Trader

Position - Grade E2/M3/M4

Designation - AM, DM, Manager

CTC Offered - From 3 Lacs 8 Lacs

Minimum Exeperience Required - 2 Years - 15 Years

JOB ROLE

Managing financial portfolios of and on boarding High net worth individuals and Corporate Clientele
Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
Attain maximum reach of investment ideas/stock calls initiated
Achieve healthy revenues without compromising on clients profitability
Ensure active management of clients achieve the target active AUM
Have clear focus on client mining
Assist in new client acquisition, building new relationships and increasing depth in existing relationships
Conduct regular Client Meetings update the same in the meeting tracker
Keep abreast of the market news, financial trends and current affairs

Job Requirements

Spent twelve months (applicant for same grade role)/eighteen months (applicant for next grade role) in the same division function role.
Applications can be made for roles in same level or one level above.
NISM VIII (Mandatory)
CMT level 1 or CFA level 1 (Desirable)
Good communication skills, both written and verbal.
Certified in NISM/NCFM VIII certificate is Mandatory.
Must have a sound understanding/knowledge of capital markets.
Should be result-oriented, self-starter, proactive, good communication skills.
Focused on team cohesion, dynamics constantly improve performance quality
Should possess strong relationship building skills

Interested Candidate can share their CV directly of

consult.executivesearch@gmail.com

or can connect us on +91 7703945182This job is provided by Shine.com

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PCG Equity Trader