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Equity Advisor - PCG (Pvt Client Group) Broking

Equity Advisor - PCG (Pvt Client Group) Broking

ConfidentialVadodara, Delhi NCR
30+ days ago
Job description
  • Trading / Dealing in Shares / Stocks / Equities on behalf of clients with 0% dealing error.
  • Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge.
  • Keep clients in active category as per the defined norms.
  • Activate dormant clients.
  • Resolve client querries.
  • 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 with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing clients.
  • Exp.- Minimum 5 year working with Stock Broking Firms
  • Knowledge of - Equity / Stocks / Shares Trading / Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation

    • Skills Required

    Equity Analysis, Portfolio Management, Risk Assessment, investment strategies, Market Research

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    Client Advisor • Vadodara, Delhi NCR

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