QUQuick Turtle
Equity Trading and Advisory Professional, PCG
Bangalore ₹5-7 LPA Posted 9 Jul 2025
FULL TIME
Mutual Funds
Tax Planning
alternative investments
Estate planning
retirement planning
Job Description
- Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error.
- Update clients for orders and trade on the recorded line.
- Maintain active clients as per the defined norms.
- Activate dormant clients.
- Ensure resolution of clients query.
- 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 through networking, database, market intelligence and references from existing clients.
- Exp.-Minimum 5 year - In a Stock Broking Firms
- Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, Corporate FD, Insurance, Portfolio Management Services