Job Description
Description
Key responsibilities and accountabilities
· To manage a team of dealers and drive business through them.
· To ensure active management of clients & achieve the target active AUM
· To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
· To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
· To achieve healthy revenues without compromising on clients profitability
· To have clear focus on client mining
· To conduct regular Client Meetings & update the same in the meeting tracker
· To attain maximum reach of investment ideas/stock calls initiated
· To assist in new client acquisition, building new relationships and increasing depth in existing relationships
· Keep abreast of the market news, financial trends and current affairs
· To attend post result concalls, analyst meets for improved client servicing
Skills and Knowledge
• Strong understanding on the equity business.
• Prior experience with HNI and Corporate clients is mandatory.
3. Self-driven with passion for financial markets
• Team handling experience needed.
• Should have good communication & presentation skills.
Key responsibilities and accountabilities
· To manage a team of dealers and drive business through them.
· To ensure active management of clients & achieve the target active AUM
· To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
· To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
· To achieve healthy revenues without compromising on clients profitability
· To have clear focus on client mining
· To conduct regular Client Meetings & update the same in the meeting tracker
· To attain maximum reach of investment ideas/stock calls initiated
· To assist in new client acquisition, building new relationships and increasing depth in existing relationships
· Keep abreast of the market news, financial trends and current affairs
· To attend post result concalls, analyst meets for improved client servicing
Skills and Knowledge
• Strong understanding on the equity business.
• Prior experience with HNI and Corporate clients is mandatory.
3. Self-driven with passion for financial markets
• Team handling experience needed.
• Should have good communication & presentation skills.
💡 Quick Summary
Seeking a career-building opportunity? The PCG CAT-3 Dealing position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.