Practice Lead at Gi Group
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Dealer - Private Client Group - Private Wealth (3-6 yrs)
Business : Private Wealth
Department : Private Client Group
Expected/Relevant Years of Experience : 3 to 5 years
Location : Bengaluru
Reports to: VP
Employment Type: Full Time
Education Qualification Required : Graduate with NCFM Certification
Key Skills Required :
- Effective and clear communication
- Understanding of equity markets and other financial products
Behavioral :
- Integrity, Ability to establish trust, and interpretative skills, Self-driven, Team Player, Ability to work under time pressure and adhere to deadlines.
Technical (Software / IT related) :
- Conversant with Neat, Bolt and Omnisys software
Key Role Responsibilities :
- Executing trades with PCG clients
- Provide confirmation to the clients post market hours.
- Updating portfolio of clients.
- Disseminating research ideas to client.
- Assisting the RM for servicing client coordination.
- Co-ordination with potential client for account opening under assistance of Relationship Manager
- Co-ordination with Back office for solving client's queries.
Withika Shiwani
Practice Lead
Phone: +91 022 40516684 (Board); Ext: 6684 | +91 022 40516684 (Direct)
Mobile: +91 9960075764
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