14 Axis Direct Jobs

Location: Noida

As a PCG Dealer, you will play a key role in managing and growing relationships with high-net-worth clients. Your primary responsibility will be to handle client portfolios, ensure revenue generation, and cross-sell a variety of financial products. The role demands a proactive approach to new client acquisition, building and maintaining an MTF book, and contributing to the overall success of the PCG department.

Key Responsibility:

• Client Management: Handle high-net-worth customers with a focus on building strong relationships and providing tailored financial advice.
• Revenue Generation: Actively contribute to revenue growth through investment strategies and targeted financial solutions.
• Cross-Selling: Promote and cross-sell Mutual Funds, PMS, NCDs, Corporate Bonds, and other investment products to HNW customers.
• Client Acquisition: Focus on acquiring new clients and expanding the departments client base.
• MTF Book Building: Develop and manage a Margin Trading Facility (MTF) book to enhance client engagement and profitability

Qualification:

• Education: Graduate or Postgraduate in Finance, Commerce, or related fields.
• Certifications: Mandatory certifications include NISM VIII, NISM V, and Currency certification.

Experience: Minimum 2 years of experience as a trader, dealer, or advisor in a broking company, preferably handling HNI clients in a similar setup.