QUQuick Turtle
Equity Dealer cum Advisor - PCG ( Pvt Client Group )
Pune ₹5-7 LPA Posted 9 Jul 2025
FULL TIME
Portfolio Management
Client Relationship Management
Market Analysis
Investment Advisory
Equity Trading
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 clientsn with minimum investment potention