Dealer - Private Client Group - Private Wealth

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