Consultant at Propella Consulting Group
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Sales Trader - Private Client Group - Broking Firm (3-10 yrs)
Position: Sales Trader (PCG) with a leading broking firm.
Location: Delhi & Gurgaon
KRA : Key responsibilities and accountabilities
1. 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. Manage and oversee the daily operations of the accounting team
4. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
Preferably looking candidates from PCG (Private Client Group) background.
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