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Equity Dealer cum Advisor - PCG ( Pvt Client Group )

Equity Dealer cum Advisor - PCG ( Pvt Client Group )

ConfidentialVadodara
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 clientsn with minimum investment potention

    • Skills Required

    Equity Trading, Investment Advisory, Portfolio Management, Client Relationship Management, Market Analysis

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