Sales Executive in Share Broking and Mutual Funds

2 weeks ago


Palakkad, Kerala, India Athachi Finserv Full time

Responsibilities:
Promote and sell various financial products, such as stocks, bonds, mutual funds, and other securities, to clients. Provide investment recommendations based on their needs and risk tolerance.

  • Execute buy and sell orders on behalf of clients using trading platforms and stock market terminal systems. Ensure orders are processed accurately and in a timely manner.
  • Maintain and manage client accounts, including updating account information, monitoring account activity, and addressing client inquiries.
  • Ensure that all trading activities and client interactions comply with regulatory requirements, including Know Your Customer (KYC) and AntiMoney Laundering (AML) regulations.
  • Maintain accurate records of all trading activities, transactions, and client communications. Ensure compliance with regulatory reporting requirements.
  • Assist in managing the operational aspects of trading, including settlement processes, account reconciliation, and compliance with trade settlement regulations.
  • Educate clients about financial markets, investment products, and trading strategies to help them make informed decisions.

Qualifications:

  • Bachelor's degree in finance, economics, business, or a related field. Sales and Operations Associate in the Stock Market
  • Knowledge of financial markets, investment products, and trading platforms.
  • Proficiency in using stock market terminal systems and trading software.

Experience:

  • Operational Excellence
  • Account Management
  • Market Analysis and Research
  • Relationship Manager
  • Mutual Fund Sales Representative
  • Financial Consultant

Pay:
₹9, ₹26,238.41 per month

Day range:

  • Monday to Friday

Shift:

  • Day shift

Education:

  • Bachelor's (preferred)

Experience:

  • Business development: 2 years (preferred)
  • Sales: 2 years (preferred)

Work Location:
In person

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