Neo Wealth and Asset Management | Sales Trader
5 days ago
The Sales Trader will be responsible for executing trades on behalf of clients while providing strategic advice and market insights. The role requires strong communication skills, a deep understanding of financial markets, and the ability to build and maintain strong relationships with clients. The Sales Trader will work closely with both the sales team and the trading desk to ensure clients receive the best possible execution and service.
Key Responsibilities:
Client Relationship Management:
- Build and maintain relationships with institutional and high-net-worth clients.
- Provide personalized trading strategies and regular market updates.
Trade Execution:
- Execute trades across various asset classes efficiently and in compliance with regulations.
- Monitor orders to minimize costs and slippage.
Market Insight & Analysis:
- Provide market commentary and collaborate with research for trade recommendations.
- Stay updated on market trends and developments.
Sales Support:
- Assist in pitching new products and identify cross-sell opportunities.
- Support smooth client onboarding and trade execution.
Risk Management:
- Monitor risk exposure and ensure trades align with client risk profiles.
Reporting & Documentation:
- Maintain accurate trade records and provide performance reports to clients.
Collaboration & Teamwork:
- Work with internal teams (research, compliance, back-office) for efficient trade processing.
- Contribute to strategic discussions on client retention and acquisition.
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mumbai, India Neo Wealth and Asset Management Full timeApplication Form Link:apply on application form linkAbout the GroupNeo group is a new age, focused Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient, and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with...
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mumbai, India Neo Wealth and Asset Management Full timePosition: Unlisted - MarketsAbout the GroupNeo group is a new age, focused Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient, and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering...
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Mumbai, India Neo Wealth And Asset Management Full timeApplication Form Link:Page.aspx?id=GVfz00 I_UEW1 Z0 Qhy Dyoexk9t S4b Yzl Bm Xp IVEN_8ud UMjg1 Vl NZQ000 V0 Mz MEU3 UUZZRj M4 Sz VHNC4uKindly apply on application form linkAbout the GroupNeo group is a new age, focused Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient, and unbiased solutions....
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Mumbai, India Neo Wealth and Asset Management Full timeApplication Form Link:(...)Kindly apply on application form linkAbout the GroupNeo group is a new age, focused Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient, and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across...
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mumbai, India Neo Wealth and Asset Management Full timeAbout Neo Group:Neo is a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by Nitin Jain (ex-CEO of Edelweiss Wealth), Neo has amassed over USD 3 Billion...
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Mumbai, India Neo Wealth and Asset Management Full timeAbout Neo Group:Neo is a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by Nitin Jain (ex-CEO of Edelweiss Wealth), Neo has amassed over USD 3 Billion...
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Mumbai, India Neo Wealth and Asset Management Full timeApplication Form Link: Kindly apply on application form link About the Group Neo group is a new age, focused Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient, and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers...
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