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PCG DEALER(S

5.00 to 10.00 Years   Chennai,Bangalore, Hyderabad   16 Mar, 2025
Apex Services Hiring For One of the leading broking firm
Job LocationChennai,Bangalore, Hyderabad
EducationNot Mentioned
SalaryRs 5 - 12 Lakh/Yr
IndustryBroking
Functional AreaSecurities Trading
EmploymentTypeFull-time

Job Description

    Dear Candidate,Greetings From APEX SERVICES Designation- Assistant manager/Deputy managerCTC:- UPTO 12 LPAJob Role- PCG Dealer1-To ensure active management of clients & achieve the target active AUM.2-To be responsible for identifying customer needs & assess their risk appetite.3-To provide regular updates to the clients regarding the market changes andsubsequent 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, understandingof annual reports.8-To assist in new client acquisition, building new relationships and increasing depthin existing relationships.9-Keep abreast of the market news, financial trends and current affairs.10-To attend post result concalls, analyst meets for improved client servicing.11-Ability to cross sell & upsell.12-Ability to network for opening quality accounts.Skills and Knowledge1. Strong understanding on the equity business.2. Prior experience with HNI and Corporate clients is mandatory.3. Self-driven with passion for financial markets4. Should have good communication & presentation skills.Kindly reply with an updated CV at hidden_email if you are interested in the mentioned Job Role, you can call also on hidden_mobile

Keyskills :
equity tradingnismdematequity saleshni client handlingthird party productsdmatcross sellingterminal handling

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