PCG Equity Trader

Updated: March 15, 2024 08:29 AM GMT

Executive search consultant

Shivamogga, Karnataka

Department - PCG - Equity Trader

Position - Grade E2/M3/M4

Designation - AM, DM, Manager

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... More Detail