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Equity Dealer

Bonanza Portfolio Ltd

2 - 6 years

0 Lacs

gandhinagar gujarat

Posted:22 hours ago| Platform: Shine logo

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Skills Required

good communication skills basic knowledge of finance financial products worked on odin software good in excel

Work Mode

On-site

Job Type

Full Time

Job Description

As a Portfolio Manager, your primary responsibility will be to assess the needs of clients and provide investment advice based on research reports generated by the research department. You will communicate trading strategies and investment ideas to customers, execute trades on behalf of clients, and strive to generate brokerage. Cross-selling third-party products and building strong relationships with clients will also be key aspects of your role. To be considered for this position, you should have a minimum of 2+ years of dealing experience and hold a graduate or post-graduate degree. It is mandatory to possess NISM certification. Additionally, you must demonstrate a pleasant personality, excellent communication skills, basic knowledge of finance and financial products, familiarity with ODIN software, and proficiency in Excel. In this role, you will operate within the trading functional area, where your ability to analyze market trends, understand client requirements, and execute trades effectively will be critical to your success.,

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