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Posted:3 hours ago| Platform: Naukri logo

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Job Description

Role & responsibilities 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 analyse the performance of executed trades and strategies, making necessary adjustments. Process Provided by Bigul : Client Application Demonstration, provide a comprehensive demonstration of the Bigul trading application, highlighting its features and functionalities. Offer resources and training to help clients understand market dynamics and trading skills. Provide continuous support and advice to help clients navigate the trading platform and market conditions. 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. Preferred candidate profile 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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Bonanza Portfolio
Bonanza Portfolio

Financial Services

New York

50-100 Employees

12 Jobs

    Key People

  • John Doe

    CEO
  • Jane Smith

    CFO

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