Posted:5 days ago|
Platform:
On-site
Full Time
* 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 - ₹15,000.00 per month
Work Location: In person
Raghunandan Money
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