0 - 1 years
0 Lacs
Posted:4 days ago|
Platform:
On-site
Full Time
1. Manage and maintain relationships with existing clients.
2. Understand client needs and provide suitable investment advice.
3. Execute buy/sell orders in equities, derivatives, and other financial instruments.
4. Manage and service a portfolio of clients; build strong client relationships.
5. Provide real-time market updates, and investment recommendations.
6. Regularly monitor client portfolios and suggest changes based on market trends.
7. Ensure compliance with SEBI and exchange regulations at all times.
8. Maintain proper records of trades, client interactions, and follow-ups.
9. Assist in account opening and KYC documentation processes.
10. Resolve client queries related to trading, funds, and technical issues.
11. Maintain high levels of client satisfaction and retention.
Job Type: Full-time
Pay: ₹15,000.00 - ₹20,000.00 per month
Ability to commute/relocate:
Education:
Experience:
Work Location: In person
Speak with the employer
+91 9920321100
Expert's Trading Institute
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kalyan, maharashtra
Experience: Not specified
0.15 - 0.2 Lacs P.A.
