Equity Trading and Advisory Professional, PCG
ConfidentialMumbai, Bengaluru / Bangalore, Hyderabad / Secunderabad, Telangana30+ days ago
Job descriptionTrading Dealing in Shares / Stocks / Equities on behalf of clients with 0% dealing error. Update clients for orders and trade on the recorded line. Maintain active clients as per the defined norms. Activate dormant clients. Ensure resolution of clients query. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients through networking, database, market intelligence and references from existing clients. Exp.-Minimum 5 year - In a Stock Broking Firms Knowledge of Equity / Stocks / Shares Trading / Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, Corporate FD, Insurance, Portfolio Management Services
Skills Required
Tax Planning, Estate planning, retirement planning, Mutual Funds, alternative investments
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Trading Professional • Mumbai, Bengaluru / Bangalore, Hyderabad / Secunderabad, Telangana