Equity Dealer

Bigul.co

0 years

0 Lacs

Indore Madhya Pradesh India

Posted:1 week ago| Platform:

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Skills Required

trading risk resolve strategies analyze compliance regulations reports punching communication certification finance

Work Mode

On-site

Job Type

Full Time

Job Description

Introduce clients to the services offered, trading platforms, and account features.
Understanding Client Queries and Requirements
: Engage with clients to understand their investment goals, risk tolerance, and financial status. Regularly interact with clients to stay informed about their evolving needs and provide market insights. Address and resolve client queries promptly, offering accurate and relevant information.
New Trading Patterns and Strategies
: Stay informed about new trading patterns, technologies, and market strategies. Create and implement trading strategies that align with client objectives and market conditions. Continuously analyze the performance of executed trades and strategies, making necessary adjustments.
Relationship Management
: Maintain a proactive relationship with the client for the initial three months to ensure a smooth journey and build trust.
Compliance and Reporting
: Ensure all trading activities comply with relevant regulations and internal policies. Prepare and submit regular reports on trading activities, market conditions, and client portfolios.
Call n Trade
: Punching order on behalf of client.

Good communication Skills:
Ability to convey information clearly and effectively.
NISM VIII Certified:
Certification as a requirement for compliance and regulatory knowledge.
Market Experience:
Proven experience in trading, broking, and market analysis.
Educational Background:
MBA in finance or a related field.
Broking and Advisory Experience:
Prior experience in brokerage and advisory roles is essential.

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