Equity Dealer cum Advisor - PCG (Pvt Client Group) Broking

QuickTurtle is seeking a proficient Equity Dealer cum Advisor to join our Private Client Group (PCG) Broking team. This dual-role requires a professional who can execute trades flawlessly, provide astute market advice to HNI clients, and actively contribute to client acquisition and retention.

Key Responsibilities

• Trading / Dealing : Execute trades in Shares / Stocks / Equities on behalf of clients with a commitment to 0% dealing error .
• Client Advisory : Advise clients on which scripts to Buy / Sell / Hold, leveraging both the company's Research Reports and your own comprehensive market knowledge.
• Client Management :
• Maintain clients in an active category as per defined organizational norms.
• Proactively activate dormant clients through effective engagement strategies.
• Resolve client queries promptly and efficiently, ensuring high levels of satisfaction.
• Record Keeping & Liaison :
• Maintain accurate records of business activities on internal software systems.
• Liaison with branches to drive revenue generation and facilitate query resolution.
• Compliance & Risk Management :
• Adhere strictly to Risk Management and Settlement guidelines .
• Ensure full compliance as per various regulatory and organizational guidelines.
• Client Acquisition : Acquire high-quality PCG clients with a minimum investment potential greater than ₹25 Lacs , utilizing networking, database leads, market intelligence, and references from existing clients.

Skills Required

Trading, Financial Advisory, Client Management, Record Keeping, Risk Management, Client Acquisition