4 Trading Tools Jobs

As a member of the Digital Growth Acquisition team at Jainam Broking Limited, you will play a crucial role in engaging with prospective clients and guiding them through the account opening processes. Your primary responsibilities will include lead management, client relationship management, investment product knowledge, client servicing, compliance, upselling, cross-selling, reporting, and feedback. In terms of lead management and conversion, you will be expected to engage with potential clients through outbound calling, understand their needs, and assist them in the account opening procedures while ensuring proper documentation and compliance. Client relationship management is another key aspect of your role, where you will focus on building trust with clients by providing continuous support, timely updates, and personalized investment suggestions. You will also address client queries related to trading platforms, investments, and transactions. Having a deep understanding of equity, mutual funds, and other investment instruments is essential for this role. You will be required to explain the risk profiles, product features, and benefits to clients in simple and understandable terms. Ensuring client servicing and compliance is also critical. You must meet daily call targets, maintain a minimum of 3 hours of talk time, comply with internal company policies and SEBI regulations, and keep accurate records of client interactions using CRM systems. Furthermore, you will be responsible for identifying upselling and cross-selling opportunities, achieving monthly sales and conversion targets, and providing daily reports on lead status, client follow-ups, and conversion ratio. Your feedback on market trends will also be valuable in enhancing product offerings and services. To excel in this role, you must possess excellent communication and convincing skills, a strong understanding of the stock market, trading tools, and client servicing, the ability to thrive under sales pressure and target-based performance, good knowledge of trading apps, brokerage platforms, and KYC procedures, as well as basic proficiency in MS Excel, CRM, and reporting tools.,

LevelApp is a rapidly expanding company in the ed-tech sector, offering One to One online live training assistance to academic students and skill-based learners globally. With a team of over 800 experts from 25 countries, we are committed to delivering high-quality service for a seamless learning experience. As a Trader based in Jaunpur, you will be responsible for managing and executing trades across different markets, analyzing market trends, and developing effective trading strategies. Your role will involve staying updated on financial news, maintaining trade records accurately, and collaborating with team members to enhance trading outcomes. The ideal candidate should possess: - Knowledge of financial markets, trading platforms, and trading strategies - Strong analytical skills with the ability to interpret market data - Proficiency in using financial software and trading tools - Excellent communication and teamwork skills - Attention to detail and strong organizational abilities - A Bachelor's degree in Finance, Economics, Business, or a related field - Previous experience in trading or financial analysis would be advantageous Join us at LevelApp and be part of a dynamic team dedicated to making a positive impact on the education sector.,

We are seeking an experienced Portfolio Manager to join our team, responsible for the end-to-end management of diverse investment portfolios. This role requires a deep understanding of various asset classes, including equities, forex, ETFs, bonds, and alternative assets, along with a keen eye for domestic and global economic trends. You'll be instrumental in implementing robust risk management frameworks, presenting strategies to clients, and contributing to the firm's thought leadership. If you thrive in a fast-paced environment and are passionate about driving informed investment decisions, this opportunity offers significant impact. Responsibilities Designing and managing investment portfolios across equities, forex, ETFs, bonds, and alternative assets. Conducting deep market research and analysis on domestic and global economic trends to drive investment decisions. Implementing comprehensive risk management frameworks , including hedging, compliance, and stress testing. Interfacing with clients to present strategies, insights, and performance reviews tailored to their financial goals. Collaborating with cross-functional teams and mentoring analysts while contributing to the firm's investment thought leadership. Requirements We're looking for a candidate with: 7+ years of relevant experience in portfolio management . Deep knowledge of Indian markets, forex trading, ETFs, and bonds . Proficiency in Bloomberg, Reuters, TradingView, MetaTrader, or similar platforms . Strong grasp of SEBI, RBI, and FEMA regulations . CFA, FRM, or NISM Portfolio Management Certification is a plus.

We are seeking a results-driven Portfolio Manager to lead multi-asset investment strategies including equities, forex, ETFs, bonds, and alternative instruments. This role demands expertise in market dynamics, risk management, and delivering consistent value to HNI and institutional clients. Location- Mohali Your Future Employer: A rapidly growing fintech and investment firm, transforming global financial markets through innovation. Responsibilities: 1. Designing and managing investment portfolios across equities, forex, ETFs, bonds, and alternative assets. 2. Conducting deep market research and analysis on domestic and global economic trends to drive investment decisions. 3. Implementing comprehensive risk management frameworks including hedging, compliance, and stress testing. 4. Interfacing with clients to present strategies, insights, and performance reviews tailored to their financial goals. 5. Collaborating with cross-functional teams and mentoring analysts while contributing to the firms investment thought leadership. Requirements: 1. 7+ years of relevant experience in portfolio management 2. Deep knowledge of Indian markets, forex trading, ETFs, and bonds 3. Proficiency in Bloomberg, Reuters, TradingView, MetaTrader, or similar platforms 4. Strong grasp of SEBI, RBI, and FEMA regulations 5. CFA, FRM, or NISM Portfolio Management Certification is a plus Whats in it for you? Be part of an agile, global-thinking team at the forefront of fintech innovation, managing high-impact portfolios and shaping the future of investment. Reach Us: If you feel this opportunity is well aligned with your career progression plans, please feel free to reach me with your updated profile at vanika.arora@crescendogroup.in for a confidential discussion on role.