PCG Dealer

Financial Services, Banking, Investments, Insurance

Corporate Steps

Duties/ Roles & Responsibilities –

Responsible to generate brokerage primarily through advising HNI clients on their equity portfolio for long-term investments as well as positional trading ideas in stocks for the short/ medium term.

Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.

To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business.

To keep abreast with market knowledge and market intelligence.

Responsible to ensure all activities are in adherence to Compliance & Risk.

Provide regular updates to the immediate superior as and when required.