Sales Executive in Share Broking and Mutual Funds

3 weeks ago


Palghat, 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: ₹9,902.57 - ₹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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