PCG Equity Trader

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

consult.executivesearch@gmail.com