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PCG Equity Trader

2.00 to 7.00 Years   Mangalore   19 Mar, 2024
Job LocationMangalore
EducationNot Mentioned
SalaryRs 3.0 - 7 Lakh/Yr
IndustryBroking
Functional AreaSecurities Trading
EmploymentTypeFull-time

Job Description

    Department - PCG - Equity TraderPosition - Grade E2/M3/M4Designation -AM, DM, ManagerCTC Offered - From 3 Lacs 8 LacsMinimum Exeperience Required - 2 Years - 15 YearsJOB 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

Keyskills :
securities marketequity brokingshare marketstock brokinghni client handlingequity derivativesequity advisorytradingshare trading

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