PCG CDD

Position Overview:

This position will play a key role in the Dealing Desk and Central Dealing Desk PCG, responsible for increasing the wallet share of customers and the organization, thereby contributing to the company's overall revenue and profitability.

Role & responsibilities:

1. Activation of HNI & UHNI Clients - with help of Research
2. Advising on Existing Portfolios, Churning and suggesting strategies
3. Responsible for executing the trade on behalf of the client & maintaining regular relations with clients
4. Monthly incentive Plan
5. Products - Equity, Derivatives, MF ( NO - Insurance )

Preferred candidate profile:

1. At least 2 to 3 years experience of handling HNI Clients
2. Excellent written and oral communication skills
3. Relevant experience in Equity Broking
4. Excellent interpersonal skills and the ability to communicate at all levels
5. Excellent computer skills including Word, Excel and PowerPoint
6. Ability to prioritize work, Multi-tasking and manage time effectively
7. Aggressive & Self Starter
8. Certifications: NISM Series VIII & AMFI (NISM VA)