PCG Equity Trader

☞ Executive search consultant

전망: 99

갱신일: 11-05-2024

위치: Shimoga Karnataka

범주: 금융 / 은행 / 재고 매상

산업: Staffing Recruiting

수평: Mid-Senior level

직업 종류: Full-time

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작업 내용

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 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 consult.executivesearch@gmail.com or can connect us on +91 7703945182

This job is provided by Shine.com
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마감 시간: 25-06-2024

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