0
Full Time
Bangalore
Posted 3 months ago

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

JS for PCG Sales Trader

Skills & Knowledge

1.       Graduate / Post graduate with 3 to 8 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

Job Features

Job CategoryBroking
Job RolePCG DEALER
GradeMANAGER/SR. MANAGER
DepartmentEQUITY DEALER
ExperienceMINIMUM 4 YEARS
CTCUPTO 15 LACS
No of Positions7

Apply Online

A valid email address is required.
A valid phone number is required.

Leave a Reply

Your email address will not be published.