Pcg Dealer

Job Description

Greetings from APEX SERVICES Designation- PCG DEALERRole-HNI DealerCTC- upto-12 LPA incentive other benefitRelationship Manager- PCG DealingKEY RESPONSIBILITIES AND ACCOUNTABILITIES1. 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 && KNOWLEDGE1. Graduate / Post graduate with 4 to 8 years of experience2. Proficiency in economics, accounting, financial statements and/or statistics3. Familiarity with financial risk management strategies4. Should have good communication && presentation skills.5. Should be a self-starter, proactive && target oriented.6. Should possess strong networking && relationship building skillsKindly reply with updated CV on apex.snehil@gmail.com if you are interested for the mentioned Job Role. you can call also on hidden_mobile

Keyskills :
equity advisorystockbrokingshare marketequity saleshni client handlinghni acquisitionequity marketsenior dealerpcg dealer