Dealing Associate
5 months ago
**PMS Financial Services**
Experience: 1-2 years
Job Title - **Dealing Associate**
**Job Summary**:
PMS Financial Services is looking to hire a Dealing Associate who can support the investment, trading and client handling team with the below. The role will be crucial in business development and planning market strategies for the business.
**Job description**
**Roles & Responsibilities**:
- Communicating trading calls and investing ideas to customers.
- Ability to work on Moneymaker, ODIN & similar trading Platforms.
- Should be able to run & manage Back-office software.
- Microsoft office proficient.
- To trade on behalf of clients, keeping them informed about the rates, research information and market outlook, order & trade details and confirmation.
- Thorough knowledge of all exchange rules, regulations & compliances.
- Ability to advice the clients from time to time based on the research calls.
- Identify new streams for revenue and maintain cordial relationship with existing clients.
- Developing relationship with clients and generating leads through references.
- Cross selling third party products (MF).
**Qualifications**:
- Should have basic understanding of the Financial Markets
- Equity, Mutual Funds & Debt
- Strong Excel skills and problem-solving attitude
- Excellent communication skills
- Aptitude for fostering positive relationships
- Teamwork and leadership skills
- Result - oriented mind set
Schedule:
- Day shift
**Experience**:
- total work: 1 year (required)
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