Job Description

Roles and Responsibilities Manage End to End trade execution Via BSE NSE Exchange Reconciliation of the trade settlements Inventory Management Execute buy and sell orders for debt securities and other financial instruments on behalf of clients/Distributors . Build and maintain relationships with clients, addressing their inquiries and concerns and providing exceptional customer service. Monitor market trends, economic indicators, and news events to identify investment opportunities and risks. Collaborate with research analysts and other team members to develop investment strategies and portfolio recommendations. Stay updated on industry developments, regulatory changes, and best practices in the brokerage industry. Identify and address operational challenges, process gaps, and glitches in Daily BAU. Continuously enhance operational procedures within the system to align with the organizations scale and scope. Align with internal compliance and risk regulatory policies to achieve business process excellence. Qualifications : Bachelors degree in finance, economics, business administration, or related field. 3 to 7 years of experience as a licensed stock broker or investment advisor. Strong understanding of financial markets, investment products, and trading platforms. Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients. Proven track record of achieving sales targets and delivering exceptional client service. Ability to work independently and collaboratively in a fast-paced, dynamic environment. Chartered wealth Manager , Fixed income Certifications or NISM certifications if any Strong Numerical skills required to structure pricing for Fixed Income products. Excellent interpersonal skills and enjoys working in a highly iterative, agile, and open team environment.