QUQuick Turtle
Equity Advisor - PCG (Pvt Client Group) Broking
Delhi ₹4-12 LPA Posted 8 Jul 2025
FULL TIME
Market Research
Portfolio Management
Risk Assessment
Equity Analysis
investment strategies
Job Description
- Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error.
- Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge.
- Keep clients in active category as per the defined norms.
- Activate dormant clients.
- Resolve client querries.
- Maintain records of business on internal software.
- Liaison with branches for revenue generation and query resolution
- Follow guidelines of Risk management and Settlement
- Ensure compliance as per various regulator and organization guidelines.
- Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing clients.
- Exp.- Minimum 5 year working with Stock Broking Firms
- Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation