Equity Dealer - Retail & PCG

Equity Dealer - Retail & PCG

Our Client is a leading broking firm looking out for Equity Dealer- Retail & PCG across many location PAN india.

Job Role: Dealer PCG/Dealer Retail

Key responsibilities and accountabilities:

- To ensure active management of clients & achieve the target active AUM

- To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options

- To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio

- To achieve healthy revenues without compromising on clients profitability

- To have clear focus on client mining

- To conduct regular Client Meetings & update the same in the meeting tracker

- To attain maximum reach of investment ideas/stock calls initiated, understanding of Annual reports

- To do new client acquisition, build new relationships and increasing depth in existing relationships

- To sell Third party products

- Keep abreast of the market news, financial trends and current affairs

- To attend post result conceals, analyst meets for improved client servicing

Skills and Knowledge:

- Should have basic understanding on the equity business.

- Self-driven with passion for financial markets

- Should have good communication & presentation skills.