ent acquisition and retention.

Trading / Dealing: Execute trades in Shares/Stocks/Equities on behalf of clients with a commitment to 0% dealing error.
Client Advisory: Advise clients on which scripts to Buy / Sell / Hold, leveraging both the company's Research Reports and your own comprehensive market knowledge.
Client Management:
Maintain clients in an active category as per defined organizational norms.
Proactively activate dormant clients through effective engagement strategies.
Resolve client queries promptly and efficiently, ensuring high levels of satisfaction.
Record Keeping & Liaison:
Maintain accurate records of business activities on internal software systems.
Liaison with branches to drive revenue generation and facilitate query resolution.
Compliance & Risk Management:
Adhere strictly to Risk Management and Settlement guidelines.
Ensure full compliance as per various regulatory and organizational guidelines.
Client Acquisition: Acquire high-quality PCG clients with a minimum investment potential greater than ₹25 Lacs, utilizing networking, database leads, market intelligence, and references from existing clients.

Equity Dealer cum Advisor - PCG (Pvt Client Group) Broking