PCG CAT-3 Dealing

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

1. Strong understanding on the equity business.
2. Prior experience with HNI and Corporate clients is mandatory.

3. Self-driven with passion for financial markets

1. Team handling experience needed.
2. Should have good communication & presentation skills.