Financial Dealer - NISM

0 years

0.12 - 0.18 Lacs P.A.

Āgra

Posted:6 days ago| Platform:

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Skills Required

tradingtrainingqueryrisktransactionscompliancereportsmanagementportfoliorebalancingstrategies

Work Mode

On-site

Job Type

Full Time

Job Description

-Advise client about trading -Handling clients via providing recommendations and trading related services. -Handling and meeting clients and giving training on How to trade Online through various Trading Applications. -Handling Customers Query Regarding "Before trade and After Trade" through Inbound calls / outbound calls -Provide insights, updates, and recommendations based on market movements and analysis. -Evaluate financial risks and decide on trading based on available data. -Attain thorough knowledge about stock market terms and trading practices. -Execute trading orders (equities, derivatives, or commodities) accurately and timely as per client instructions. -Communicate with clients to understand their investment preferences, risk appetite, and financial objectives. -Maintain accurate records of client interactions, transactions, and compliance documentation. -Generate regular reports for management and clients summarizing portfolio performance. -Suggest portfolio rebalancing strategies to align with market conditions and client goals Job Type: Full-time Pay: ₹12,000.00 - ₹18,000.00 per month Benefits: Provident Fund Work Location: In person

Raghunandan Money
Not specified
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