PCG Equity Trader
- Executive Search
- 2 to 7 Yrs
- Multi-City, India
- 11 months ago
- Email to a friend
- Report this job
Job Description
Department - PCG - Equity Trader
Position - Grade E2/M3/M4
Designation - AM, DM, Manager
Location - Chennai, Coimbatore, Hyderabad, Bangalore and Kolkata
CTC Offered - From 3 Lacs 8 Lacs
Minimum Exeperience Required - 2 Years - 15 Years
JOB ROLE
- Managing financial portfolios of and on boarding High net worth individuals and Corporate Clientele
- Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
- Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
- Attain maximum reach of investment ideas/stock calls initiated
- Achieve healthy revenues without compromising on clients profitability
- Ensure active management of clients & achieve the target active AUM
- Have clear focus on client mining
- Assist in new client acquisition, building new relationships and increasing depth in existing relationships
- Conduct regular Client Meetings & update the same in the meeting tracker
- Keep abreast of the market news, financial trends and current affairs
JOB REQUIREMENTS
- Spent twelve months (applicant for same grade role)/eighteen months (applicant for next grade role) in the same division function role.
- Applications can be made for roles in same level or one level above.
- NISM VIII (Mandatory)
- CMT level 1 or CFA level 1 (Desirable)
- Good communication skills, both written and verbal.
- Certified in NISM/NCFM VIII certificate is Mandatory.
- Must have a sound understanding/knowledge of capital markets.
- Should be result-oriented, self-starter, proactive, good communication skills.
- Focused on team cohesion, dynamics & constantly improve performance quality
- Should possess strong relationship building skills
Interested Candidate can share their CV directly of hidden_email or can connect us on +91 hidden_mobile
Employement Category:
Employement Type: Full timeIndustry: Broking
Role Category: Securities Trading
Functional Area: Not Applicable
Role/Responsibilies: PCG Equity Trader
Contact Details:
Company: Executive SearchLocation(s): Multi-City, India
Keyskills: equity advisory stock broking hni client handling equity derivatives securities market trading equity trading share trading share market equity broking
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