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Principal Consultant at Alaric Human Consulting
Views:21806 Applications:112 Rec. Actions:Recruiter Actions:4
Dealer - Private Client Group - Private Wealth (2-5 yrs)
Company - Private Wealth Company
Department - Private Client Group
Reporting to - Vice President - PCG
Designation - Dealer
Education - Graduate / PG with NCFM certification
Key Role Responsibilities
- Executing trades with PCG clients
- Giving confirmation to the client post market hours.
- Updating portfolio of clients.
- Disseminating research ideas to client.
- Assisting the RM for servicing client coordination.
- Coordination with potential client for account opening under assistance of RM.
- Co-ordination with Back office for solving client's queries.
Key Skills Required:
- Effective and clear communication - both oral and written. networking skills
- understanding of equity markets and other financial products
Behavioral:
Integrity, Ability to establish trust, and interpretative skills, Self-driven, Team Player, Ability to work under time pressure and adhere to deadlines.
Technical (Software / IT related):
- Conversent with Neat, Bolt and Omnisys software
Salary offered: 8 - 12 LPA
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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