Trainee/Service Executive for Equity Dealing/MF operations.

0 - 4 years

0 Lacs

haryana

Posted:3 weeks ago| Platform: Shine logo

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Skills Required

capital markets effective communication equities nse bse sebi regulations mis sips attention to detail mutual fund trading platforms account openings mutual fund transactions

Work Mode

On-site

Job Type

Full Time

Job Description

You will be responsible for executing client orders and handling back office work related to Equities and Mutual Fund. Your role will require you to have a basic understanding of capital markets, effective communication skills, and attention to detail. Key Responsibilities: - Execute buy/sell orders for clients on various exchanges such as NSE/BSE. - Monitor real-time market activities and provide clients with timely updates and insights. - Maintain accurate records of trades and client interactions in adherence to SEBI and exchange regulations. - Assist clients with inquiries regarding trading platforms, order status, etc. - Support in the process of new account openings and onboarding of trading clients. - Keep track of client records, generate reports, and maintain MIS. - Process mutual fund transactions including purchases, redemptions, switches, and SIPs. - Manage day-to-day operations and administrative tasks related to mutual fund investments. Qualification Required: - Bachelor's degree is preferred.,

More Jobs at Aadi Wealth MF Services Pvt. Ltd.

Trainee/Service Executive for Equity Dealing/MF operations.

haryana

Experience: Not specified

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Salary: Not disclosed

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Aadi Wealth MF Services Pvt. Ltd.

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