Posted:1 week ago|
Platform:
Work from Office
Full Time
Communicate with clients to understand their investment objectives, provide market insights, and execute trades according to clients sole preferences and confirmation.
• Communicate with clients to understand their investment objectives, provide market insights, and execute trades according to clients sole preferences and confirmation. • Suggest trade & investment recommendations as given by fundamental and technical research team (only). • Execute buy and sell orders for clients in a timely and accurate manner across different financial markets and instruments while ensuring proper evidence of the order has been acquired (Confirm with client: TRAQS- TRADE CODE, RATE, ACTIVITY, QUANTITY and SCRIP). • Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads. • Ensure clients receive precise trade confirmations on a daily basis. • Report customers grievance related to trade disputes directly to Compliance Department, Head Office at the earliest. • Activation of clients who are dormant or inactive by advocating them to start trading again. • Execute cross-selling based on customer need, aimed at third-party products to optimize engagement with current clientele, thereby maximize revenue generation for the company. • Maintain consistent communication with clients who are mapped to him/her via telephone calls and in-person meetings. • Monitor market conditions, trends, and news that may impact the prices of securities or other financial products
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