PCG CAT-3 Dealing

About the role

To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on clients profitability

What you'll do

• Manage a team of dealers and drive business through them
• Ensure active management of clients & achieve the target active AUM
• Responsible for identifying customer needs, assessing their risk appetite and providing them investment options
• Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
• Achieve healthy revenues without compromising on clients profitability

What you need

• Customer service
• Any graduate