Posted:2 days ago| Platform: Apna logo

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On-site

Job Type

Full Time

Job Description

Client Management & Advisory Build and maintain relationships with clients to understand their financial objectives and risk tolerance. Provide investment advice and recommend securities or trading strategies. Educate clients on market trends, stock performance, and investment opportunities. Trading & Execution Execute buy and sell orders on behalf of clients through stock exchanges or online trading platforms. Monitor real-time market movements to identify profit opportunities. Ensure compliance with exchange and regulatory trading rules. Market Research & Analysis Conduct fundamental and technical analysis of securities and market conditions. Stay updated with economic trends, company performance, and financial news. Prepare reports and forecasts to support investment recommendations. Compliance & Documentation Ensure all transactions comply with SEBI (Securities and Exchange Board of India) regulations or other relevant authorities. Maintain accurate records of trades, client communications, and account details. Adhere to all internal policies and ethical standards in financial dealings. Sales & Business Development Identify potential clients and grow the firm’s client base through networking and referrals. Promote company investment products and services. Achieve revenue and trading volume targets set by management.

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