Execute client trades efficiently on various stock market platforms (NSE/BSE).
Provide clients with timely and accurate market information, investment advice, and portfolio updates.
Handle client queries related to demat accounts, trading platforms, and investment options.
Maintain and grow client relationships through proactive communication and portfolio reviews.
Ensure adherence to all regulatory and compliance guidelines while dealing with clients.
Identify opportunities for cross-selling financial products such as mutual funds, insurance, and other investment instruments.
Keep updated with market trends, equity research reports, and company fundamentals to support clients' investment decisions.
Coordinate with back-office teams for smooth trade settlements and client service delivery.
Required Skills and Qualifications:
Bachelor's degree in
Finance, Commerce, Economics
, or related field.
NISM Series VIII (Equity Derivatives) certification
is mandatory or must be completed within the probation period.
Strong understanding of
stock markets, mutual funds, and investment products
.
Excellent
communication and interpersonal skills
with a client-first approach.
Ability to work under pressure and meet targets in a fast-paced environment.
Job Types: Full-time, Permanent
Pay: ?10,994.56 - ?30,694.21 per month
Benefits:
Cell phone reimbursement
Paid sick time
Experience:
total work: 1 year (Preferred)
Work Location: In person
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