Pcg Dealer Apex Services. Hiring For One of leading broking firms

4.0 - 9.0 years

0 - 0 Lacs

kolkata, jaipur, noida

On-site

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 experience 2. Proficiency in economics, accounting, financial statements and/or statistics 3. Familiarity with financial risk management strategies 4. Should have good communication && presentation skills. 5. Should be a self-starter, proactive && target oriented. 6. Should possess strong networking && relationship building skills Kindly reply with updated CV on apex.snehil@gmail.com if you are interested for the mentioned Job Role. you can call also on 8756632966

Posted 4 days ago

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