Equity Dealer
4 weeks ago
of client trades with negligible errors and provide trade confirmations
while ensuring complete compliance with regulatory and organisations compliance
norms
Achievement of daily targets on recommendations on various offerings and updating
the same to the Trader champion.
Achievement of assigned Cluster s Revenue Targets Managed Brokerage and Cross
Selling Targets.
Disemmination of product recommendations messages to allocated client using
compliant messaging systems
Effective handling of client queries thus ensuring efficient client enagagement.
Application of technicals analysis to queries relating to the market and stock
movements thus enabling conversion of opportunities into Trades
Dissemminating Fundamental research recommendations to meet investing
requirements of allocated clients
Responsibilty of Margin collections for trade both online and through
cheques/RTGS.
Efficient management of allocated book and achievement of the targetted revenues
from this allocated book with a constant endeavour to grow the book over the time
Constant efforts on direct databases for activation / reactivation / retention of
clients.
Client retention by reviewing needs of clients proposing solutions and working out
winwin deals whenever required.
New Client Acquisition of trading accounts and ensure achievement of targetted
revenues from the newly acquired clientele.
To ensure the desired NPS score is achieved
Contributing Responsibilities
Need enrol 4 New Accounts month on month
Technical & Behavioural Competencies
Knowledge of technical analysis and market strategy
Specific Qualifications (if required)
MBA finance
Direct Responsibilities
of client trades with negligible errors and provide trade confirmations
while ensuring complete compliance with regulatory and organisations compliance
norms
Achievement of daily targets on recommendations on various offerings and updating
the same to the Trader champion.
Achievement of assigned Cluster s Revenue Targets Managed Brokerage and Cross
Selling Targets.
Disemmination of product recommendations messages to allocated client using
compliant messaging systems
Effective handling of client queries thus ensuring efficient client enagagement.
Application of technicals analysis to queries relating to the market and stock
movements thus enabling conversion of opportunities into Trades
Dissemminating Fundamental research recommendations to meet investing
requirements of allocated clients
Responsibilty of Margin collections for trade both online and through
cheques/RTGS.
Efficient management of allocated book and achievement of the targetted revenues
from this allocated book with a constant endeavour to grow the book over the time
Constant efforts on direct databases for activation / reactivation / retention of
clients.
Client retention by reviewing needs of clients proposing solutions and working out
winwin deals whenever required.
New Client Acquisition of trading accounts and ensure achievement of targetted
revenues from the newly acquired clientele.
To ensure the desired NPS score is achieved
Contributing Responsibilities
Need enrol 4 New Accounts month on month
Technical & Behavioural Competencies
Knowledge of technical analysis and market strategy
Specific Qualifications (if required)
MBA finance
Need to complete NISM - derivatives ,Mutual fund, Commodity.
-
Equity Dealer
3 weeks ago
bangalore, India Shikshakji.com Full timeDirect Responsibilities of client trades with negligible errors and provide trade confirmationswhile ensuring complete compliance with regulatory and organisations compliancenormsAchievement of daily targets on recommendations on various offerings and updatingthe same to the Trader champion.Achievement of assigned Cluster s Revenue Targets Managed...
-
bangalore, India Acuity Knowledge Partners Full timeThe role is open for any of these locations Bangalore/Pune/GurgaonJob Purpose • This role is part of the corporate and forensic compliance team and works closely with stakeholders to conduct investigations and administration of all aspects of electronic communication (e-comm) surveillance and mitigate risk that could arise from data breaches. • One of...
-
Bangalore, India Acuity Knowledge Partners Full timeThe role is open for any of these locations Bangalore/Pune/Gurgaon Job Purpose • This role is part of the corporate and forensic compliance team and works closely with stakeholders to conduct investigations and administration of all aspects of electronic communication (e-comm) surveillance and mitigate risk that could arise from data breaches. • One...
-
bangalore, India Acuity Knowledge Partners Full timeThe role is open for any of these locations Bangalore/Pune/Gurgaon Job Purpose • This role is part of the corporate and forensic compliance team and works closely with stakeholders to conduct investigations and administration of all aspects of electronic communication (e-comm) surveillance and mitigate risk that could arise from data breaches. • One...
-
Bangalore, India Acuity Knowledge Partners Full timeThe role is open for any of these locations Bangalore/Pune/Gurgaon. Job summary • This role is part of corporate and forensic compliance team and works closely with stakeholders for conducting investigations and administration of all aspects of code of ethics and mitigate conflicts of interest that could arise between the Firm and its employees. •...
-
bangalore, India Acuity Knowledge Partners Full timeThe role is open for any of these locations Bangalore/Pune/Gurgaon. Job summary • This role is part of corporate and forensic compliance team and works closely with stakeholders for conducting investigations and administration of all aspects of code of ethics and mitigate conflicts of interest that could arise between the Firm and its employees. • One...
-
bangalore, India Acuity Knowledge Partners Full timeThe role is open for any of these locations Bangalore/Pune/Gurgaon.Job summary• This role is part of corporate and forensic compliance team and works closely with stakeholders for conducting investigations and administration of all aspects of code of ethics and mitigate conflicts of interest that could arise between the Firm and its employees.• One of...
-
E-Com Surveillance-Senior Associate-Compliance Ops
4 months ago
Bangalore Urban, India Acuity Knowledge Partners Full timeThe role is open for any of these locations Bangalore/Pune/Gurgaon Job Purpose • This role is part of the corporate and forensic compliance team and works closely with stakeholders to conduct investigations and administration of all aspects of electronic communication (e-comm) surveillance and mitigate risk that could arise from data breaches. • One...
-
E-Com Surveillance-Senior Associate-Compliance Ops
4 months ago
Bangalore Urban, India Acuity Knowledge Partners Full timeThe role is open for any of these locations Bangalore/Pune/GurgaonJob Purpose • This role is part of the corporate and forensic compliance team and works closely with stakeholders to conduct investigations and administration of all aspects of electronic communication (e-comm) surveillance and mitigate risk that could arise from data breaches. • One of...
-
Financial Planning and Analysis
3 weeks ago
bangalore, India Broadridge Full timeAbout Us:Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with over $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for banks, broker- dealers, asset and...
-
Bangalore City, India Acuity Knowledge Partners Full timeThe role is open for any of these locations Bangalore/Pune/Gurgaon. Job summary- This role is part of corporate and forensic compliance team and works closely with stakeholders for conducting investigations and administration of all aspects of code of ethics and mitigate conflicts of interest that could arise between the Firm and its employees.- One of the...
-
bangalore, India Acuity Knowledge Partners Full timeThe role is open for any of these locations Bangalore/Pune/Gurgaon.Job summary • This role is part of corporate and forensic compliance team and works closely with stakeholders for conducting investigations and administration of all aspects of code of ethics and mitigate conflicts of interest that could arise between the Firm and its employees.• One of...
-
Financial Planning And Analysis
3 weeks ago
Bangalore City, India Broadridge Full timeAbout Us:Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with over $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for banks, broker- dealers, asset and...
-
Financial Planning and Analysis
3 weeks ago
bangalore, India Broadridge Full timeAbout Us:Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with over $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for banks, broker- dealers, asset and...
-
Senior Relationship Manager
6 days ago
Bangalore Rural, India Saaki Argus & Averil Consulting Full timeAbout our client Our client is a leading NBFC. JOB DESCRIPTION Oversee client relationships, providing personalized financial advice and wealth management services. Enhance client portfolios, ensure strategic alignment with financial goals, and coach junior team members to foster development and improve team performance. Job Title: Senior Relationship...
-
Professional Services Consultant
3 weeks ago
bangalore, India SmartStream Technologies Full timePosition: Professional Services Consultant Description: This is an exciting opportunity to work with SmartStream’s latest products, being responsible for the design, installation, configuration, and training necessary to deliver client solutions. You will be responsible for the design and delivery of solutions across all client projects, simultaneously...
-
Professional Services Consultant
3 weeks ago
Bangalore, India SmartStream Technologies Full timePosition: Professional Services Consultant Description: This is an exciting opportunity to work with SmartStream’s latest products, being responsible for the design, installation, configuration, and training necessary to deliver client solutions. You will be responsible for the design and delivery of solutions across all client projects, simultaneously...
-
Professional services consultant
3 weeks ago
Bangalore, India SmartStream Technologies Full timePosition: Professional Services Consultant Description: This is an exciting opportunity to work with Smart Stream’s latest products, being responsible for the design, installation, configuration, and training necessary to deliver client solutions. You will be responsible for the design and delivery of solutions across all client projects, simultaneously...
-
Professional Services Consultant
5 months ago
bangalore, India SmartStream Technologies Full timePosition: Professional Services Consultant Description: This is an exciting opportunity to work with SmartStream’s latest products, being responsible for the design, installation, configuration, and training necessary to deliver client solutions. You will be responsible for the design and delivery of solutions across all client projects, simultaneously...
-
Professional Services Consultant
2 months ago
bangalore, India SmartStream Technologies Full timePosition: Professional Services Consultant Description: This is an exciting opportunity to work with SmartStream’s latest products, being responsible for the design, installation, configuration, and training necessary to deliver client solutions. You will be responsible for the design and delivery of solutions across all client projects, simultaneously...
