We are seeking a skilled and dynamic PCG Dealer to join our team. This role focuses on managing High Net Worth (HNW) clients, driving revenue through effective client relationship management, and strategically expanding portfolios. As a Senior Equity Dealer, you will cross-sell a wide range of investment products, acquire new clients, and build a robust Margin Trading Facility (MTF) book. This position offers an exciting opportunity for growth and impact in the financial sector.
Roles & Responsibilities
- Effectively manage relationships with High Net Worth (HNW) customers.
- Drive account activation and generate consistent revenue.
- Cross-sell financial products such as Mutual Funds, PMS, NCDs, Corporate Bonds, and other investment options.
- Strategically acquire new clients and expand the existing client base.
- Build and maintain a robust Margin Trading Facility (MTF) book.
- Stay updated with market trends, equity trading strategies, and investment opportunities.
- Handle escalations or client queries promptly to maintain a high level of service.
Requirements:
- Graduate from any stream.
- Mandatory certifications: NISM VIII, NISM V, and Currency.
- 1-15 years of experience in a similar role is preferred.
- Excellent interpersonal and client management skills.
- Target-driven, proactive, and goal-oriented mindset.