0 - 4 years
2 - 3 Lacs
Posted:1 day ago|
Platform:
Work from Office
Full Time
Advisingand Servicing Clients:
Dealers provideinvestment advice to clients, ranging from retail to high net worth individuals(HNIs). This includes offering recommendations on stocks to buy or sellbased on market analysis, fundamental factors, and technicalindicators. They also provide ongoing support and updates to clients onmarket movements and relevant news.
ExecutingTrades:
Dealers execute buyand sell orders for clients on stock exchanges like the NSE and BSE. Thisinvolves using trading terminals and ensuring accurate trade execution.
MaintainingCompliance:
They ensure alltrading activities comply with regulatory guidelines from bodies like SEBI andinternal policies.
Buildingand Retaining Client Relationships:
Dealers areresponsible for activating new clients, retaining existing ones, and ensuringhigh levels of customer satisfaction.
MonitoringMarket Trends:
They keep abreast ofmarket conditions, macroeconomic indicators, and global/domestic financialmarkets to inform investment decisions.
ManagingMIS and Reporting:
They are involved inmanaging the Management Information System (MIS) for the Call and Tradedivision and preparing reports on daily activities.
In summary, a Call and Trade Dealer acts as a bridgebetween clients and the stock market, providing investment advice, executingtrades, and ensuring compliance while building and maintaining strong clientrelationships.
Graduate/ Post graduate with 1 to 4 yrs experience.
Shouldhave good communication presentation skills.
Shouldbe a self-starter, proactive target oriented.
Shouldpossess strong communication skills.
NISMVIII certificate is necessary.
Kotak Securities (KSL)
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