Senior Equity Dealer

Senior Equity Dealer

Test job description

PCG Equity Dealer

Location: Pune

Roles & Responsibilities:

·       Advising clients on their equity portfolio by leveraging in-house research calls to generate brokerage. 

·       Develop and nurture a long-term relationship with customers to ensure high retention of existing customers while generating new business through referrals.

·       To stay updated with the market and industry developments

·       Ensure all activities adhere to Compliance and Risk guidelines.

·       Cross-selling third-party products, like MF and Insurance