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Equity Trading and Advisory Professional, PCG

Equity Trading and Advisory Professional, PCG

ConfidentialAhmedabad, Surat, Jaipur
30+ days ago
Job description
  • Trading 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 • Ahmedabad, Surat, Jaipur

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